Strategic Capital Allocation Advisory
CAPITAL.DEPLOYEDWITHCONVICTION.
Strategic allocation advisory for institutions managing $500M+
“We believe capital allocation is the single most important decision a leadership team makes.”
Disciplined Deployment
Every allocation decision carries the weight of compounding consequence. We apply rigorous frameworks to ensure capital flows toward highest-conviction opportunities, not short-term noise.
Pattern Recognition
With mandates spanning healthcare, technology, energy, and industrials, we surface cross-sector signals that sector-specific advisors simply cannot see. Pattern recognition compounds over time.
Long-Term Value
We optimize for durable value creation over market cycles, not quarterly metrics. The decisions we help our clients make today are designed to compound for decades, not quarters.
WHAT WE DO
Portfolio Strategy & Construction
Architecting portfolios that compound through cycles with disciplined allocation frameworks.
M&A Advisory
Identifying, evaluating, and executing transformative acquisitions that reshape competitive position.
Capital Markets
Optimizing capital structure across the debt and equity spectrum for maximum strategic flexibility.
Divestitures & Carve-Outs
Unlocking trapped value through strategic separation, optimally structured for maximum proceeds.
Performance Analytics
Real-time dashboards and forensic performance attribution to surface what drives — and destroys — value.
Strategic Due Diligence
Deep-domain diligence that surfaces what others miss — before capital is committed, not after.
OUR IMPACT
Capital Advised
Transactions Completed
Global Offices
Client Retention Rate
SELECTED ENGAGEMENTS
HEALTHCARE
$2.3B Portfolio Restructuring for a Top-10 Health System
32% IRR | 18-month timeline
TECHNOLOGY
INDUSTRIALS
$890M Carve-Out of Industrial Services Division
28% Cost Reduction | $340M Unlocked
ENERGY TRANSITION
HEALTHCARE
$2.3B Portfolio Restructuring for a Top-10 Health System
32% IRR | 18-month timeline
TECHNOLOGY
$1.1B Strategic Acquisition for Enterprise SaaS Leader
4.2x MOIC | 24-month hold
INDUSTRIALS
$890M Carve-Out of Industrial Services Division
28% Cost Reduction | $340M Unlocked
ENERGY TRANSITION
$1.8B Capital Raise for Renewable Energy Platform
2.1x Revenue Growth | 36 months
HOW WE THINK
01
DIAGNOSE
We begin with a forensic analysis of your current capital deployment. Every dollar is mapped, every assumption stress-tested, every allocation challenged against opportunity cost.
02
MODEL
Our proprietary scenario engine models 200+ variables across market conditions, competitive dynamics, and regulatory landscapes. We don't predict the future — we prepare for every version of it.
03
ALLOCATE
Capital flows to its highest-conviction use. We architect allocation frameworks that are precise, defensible, and aligned to your strategic priorities — not market noise.
04
MONITOR
Deployment is not the finish line. Our real-time performance infrastructure provides continuous attribution, early warning signals, and dynamic rebalancing triggers.
01
DIAGNOSE
We begin with a forensic analysis of your current capital deployment. Every dollar is mapped, every assumption stress-tested, every allocation challenged against opportunity cost.
02
MODEL
Our proprietary scenario engine models 200+ variables across market conditions, competitive dynamics, and regulatory landscapes. We don't predict the future — we prepare for every version of it.
03
ALLOCATE
Capital flows to its highest-conviction use. We architect allocation frameworks that are precise, defensible, and aligned to your strategic priorities — not market noise.
04
MONITOR
Deployment is not the finish line. Our real-time performance infrastructure provides continuous attribution, early warning signals, and dynamic rebalancing triggers.
THE TEAM
James Harrington
Managing Partner & Founder
Former Goldman Sachs Partner. 25+ years in strategic advisory.
Sarah Chen
Partner, Portfolio Strategy
Ex-McKinsey. Architected $40B+ in portfolio transformations.
Marcus Webb
Partner, M&A Advisory
Led 120+ M&A transactions across six continents.
Elena Vasquez
Partner, Capital Markets
Former Lazard MD. Structured $30B+ in capital markets transactions.
David Okonkwo
Principal, Performance Analytics
Built analytics platforms for three Fortune 100 allocators.
Catherine Laurent
Principal, Strategic Due Diligence
Harvard PhD. Published researcher in capital efficiency frameworks.
PERSPECTIVES
GLOBAL REACH
LET'S BUILD YOUR ALLOCATION FRAMEWORK.
Or reach us directly
+1 (212) 555-0180
316.Capital advises institutional investors, family offices, and corporations managing $500M+ in allocable capital. Our engagements are confidential and conflict-free.