Services Provided +

Services Provided

Services Provided

Merchant Banking

The investment arm seeks to deploy capital alongside that of a select set of leading institutional and private investors with a focus on corporate and secondary private equity, co-investments, direct real estate, and private credit.

Crewe’s merchant banking focus offers strategic value to our clients by combining the services of an investment bank with the ability to make principal investments in unique opportunities.

Example:

Crewe used its investment banking relationships and expertise to purchase $40 million worth of a multi-billion-dollar pre-IPO tech company (name confidential) at a significant discount to the valuation set by institutional investors in the previous round of funding.

Example of a merchant Banking real estate Transaction:

Through relationships of trust built over a long period of time, Crewe identified an off market opportunity to purchase a 173,266-square-foot office building occupied by Qualtrics (NYSE: XM). Crewe negotiated the purchase contract, performed due diligence, arranged debt financing, and negotiated a new tenant lease prior to the expiration of the inspection period. From start to finish, Crewe completed the transaction in 45 days.