Our capital, in every company.
Cash invested, equity held, or economics tied to the outcome.
The firm's money, judgement, and risk sit in the same place.
Why we own.
A firm paid only to close has no stake in what happens after. A firm that owns does. The bar for what we will own is higher than any bar for what we would arrange for others, so ownership is the underwriting standard for everything the division touches. The portfolio that accumulates is the firm's own, and the firm's reputation compounds with it.
Advice, capital, and ownership in one house is the original architecture of private capital. It was the standard for a century and a half before the market fragmented it. Ladd Capital reassembles the integration.
How we hold.
CASH
CO-INVESTMENT
EQUITY PARTICIPATION
CARRIED
ECONOMICS
THE INVESTMENT
FIRM ALIGNMENT WITH OUTCOME
The firm commits its own capital into the same vehicle as syndicated investors, on the same terms. The firm's capital is at risk on the same basis as the investor's. The most direct form of alignment and the default where the structure supports it.
The firm takes a structured equity position
in the target company, directly on the cap table. Used where the company benefits from the firm holding directly alongside the syndicated investor base, typically larger investments, control or near-control situations, and structures requiring firm-level governance involvement.
The firm takes a portion of investor returns above an agreed hurdle. The firm earns when investors earn beyond a threshold; the firm earns nothing if the threshold is not met.
Used to align the firm with the long-arc outcome of the investment rather than the closing event alone.
The firm's underwriting work is the basis on which the opportunity is shown. Every opportunity shown to investors has already passed the firm's test for its own capital. The firm's economic interest in the outcome is visible in the deal terms; the firm invests on the same basis or on structured terms that depend on investor performance.
There is no information the firm holds about an opportunity that investors do not also hold. The firm's diligence file becomes the basis of the investor's diligence file. The firm's underwriting model is shared in full. The firm's structuring decisions are explained in detail.
The firm does not get paid unless investors get paid. The economics are structured so that the firm's outcome depends on the investor's outcome, not the closing event. This is the principle behind our Co-Investment & Syndication platform.
You are taking on a partner, not hiring an agent. When the firm backs a company, it is on the cap table or tied to the outcome, and it stays: governance where useful, follow-on capital, the exit when it comes.
The relationship continues through the holding period. The firm holds governance roles where appropriate, supports follow-on financing, and engages with strategic exits. The firm's reputation is attached to the company's outcome, which creates a different kind of accountability than fee-only mandates produce.
The firm does not take on work it cannot own a piece of. Where the structure precludes a position, we decline or restructure. This is the operating constraint, and the foundation of our Capital Placement & Investment Advisory approach.
The constraint.
Ownership is a condition of every Capital engagement. Pure agency work is not offered. Fee-only capital advisory is not offered. This constraint defines the division, and over time it defines the firm's portfolio.
If you're raising capital, pursuing an acquisition, or evaluating a strategic transaction, our team works alongside you from positioning through execution.
If your business is at an inflection point, we'd welcome the opportunity to review your situation and discuss how we may be able to help—
Access curated private investment opportunities through our co-investment and syndication platform.
If you're interested in becoming part of our investor network and exploring current opportunities, you can .
