Capital Development

Merlin understands the full spectrum of investors and how to access the right funding sources for hedge funds—including family offices, funds of funds, managed account platforms, consultants, endowments, foundations, and public and private pensions—and tailors its Capital Development solutions to meet the specific needs of each of our clients.

Our process begins with an in-depth consultative review of your firm’s marketing and capital development strategies, then progresses through to the execution phase, which introduces our managers to investors through a series of events, road shows and targeted calling campaigns.

Prioritize your mandate with experts

Our Capital Development team makes sure your marketing campaigns accurately reflect your firm and communicate your messages. 

Review current and prospective investors

Through our global network, we can optimize your existing contacts and make exclusive introductions to the investment community

Access thought leadership

Understand where the market is going from top industry analysts, and put yourself in the position to anticipate trends.

Extension of your marketing efforts

Whether you have an internal marketing staff, rely on outsourced third-parties, or handle the marketing duties yourself, Merlin’s Capital Development team can supplement your efforts, ideas, and resources. 

Manage inquiry responses

Make sure all inquiries are tracked, categorized, and prioritized, so you can deliver timely and targeted responses.

 

Merlin’s Capital Development solutions include:


Marketing consulting and resource/workflow management


Articulation and refinement of key messages


Development of customized, targeted marketing mandates


Regional road show support for investor introductions


Thematic investor events with active manager participation


Lead generation and response management


Patrick McCurdy

Head of Capital Development

+1.212.822.2009

pmccurdy@merlinsecurities.com