We work with private equity firms, hedge funds, credit funds, single and multi-family offices, RIAs, investment banks, and corporates pursuing M&A and growth. Our teams integrate seamlessly to advance your most critical priorities, with domain fluency and execution discipline.
Client Since Feb 2022
Investment Strategy
Global Private Markets (PE, Secondaries, Credit & Infrastructure)
AUM€200bn+
Challenge
Limited junior resources in the IR team for fundraising support and investor updates
Key Deliverables
Client Since Aug 2022
Investment Strategy
Buyout and Growth Investments (Consumer, Services, Utilities, Hospitality & Manufacturing)
AUM$500mn+
Challenge
Limited investment team bandwidth to evaluate new opportunities
Key Deliverables
Client Since May 2024
Investment Strategy
Buyout and Growth Investments (Education, SaaS, Services & Manufacturing)
AUM$300mn+
Challenge
Additional bandwidth to free up internal resources and evaluate more deals
Key Deliverables
Client Since June 2024
Investment Strategy
Control Buyouts across Industrials, Healthcare & Manufacturing
AUM$100mn+
Challenge
Replace the outgoing Associate and provide deal execution support
Key Deliverables
Client Since Feb 2022
Focus
Buy-Side and Sell-Side Advisory; Corporate Restructuring
Challenge
Limited junior bandwidth for deal execution support
Key Deliverables
Client Since Jun 2023
Focus
Buy-Side and Sell-Side Advisory; Strategic Consulting
Challenge
Newly established firm lacking sufficient deal execution support
Key Deliverables
Client Since Mar 2024
Focus
Corporate Restructuring; Chapter 11 Filings; Liquidation
Challenge
Newly established firm lacking sufficient deal execution support
Key Deliverables
Client Since April 2025
Focus
Buy-Side & Sell-Side Advisory; Capital Fundraising
Challenge
Analyst turnover creating a gap in deal execution support
Key Deliverables
Client Since Jan 2024
Investment Strategy
Long/Short Equity and Credit Strategies in the Commodity Sector
AUM$500mn+
Challenge
Limited junior bandwidth for financial analysis and modelling
Key Deliverables:
Client Since Aug 2021
Investment Strategy
High Yield & Opportunistic Credit Situations (Telecom, Energy, Retail & Travel
AUM$100mn+
Challenge
Insufficient bandwidth to spread financials and maintain models across 150+ companies
Key Deliverables
Client Since Nov 2022
Investment Strategy
Long/Short Strategies Focused on Public European Equities and Credit (Retail, IT, Financials & Real Estate)
AUM£1.5bn+
Challenge
Limited internal bandwidth to manage fluctuating deal volumes
Key Deliverables
Client Since Feb 2024
Investment Strategy
Long-Only Equity Strategies (Building Materials, Business Services & IT)
AUM$50mn+
Challenge
Limited resources to evaluate a large pool of opportunities
Key Deliverables
Client Since Nov 2019
Investment Strategy
Long-Term, Value-Driven, Selective Investment Strategies Across Public & Private Markets
AUM$150bn+
Challenge
Limited investment team bandwidth to evaluate new opportunities
Key Deliverables
Client Since Aug 2023
Investment Strategy
Long-Term Wealth Preservation Through Public & Private Investments
AUM$300mn+
Challenge
Limited bandwidth impacting quality of portfolio reporting and investment evaluation
Key Deliverables
Client Since Feb 2021
Investment Strategy
Long-Term Wealth Preservation Through Public & Private Investments
AUM
$100mn+
Challenge
Insufficient bandwidth for detailed investment diligence and research
Key Deliverables
Client Since Mar 2025
Investment Strategy
Wealth Management With Specialized Investment Strategies
AUM$5bn+
Challenge
Replace the outgoing Associate and provide deal execution support
Key Deliverables
Client Since Feb 2022
Core Industry
Devices & Solutions
(Metering Devices; Solutions for Electric, Gas, Water Utilities)
Market Cap.$5bn+
Challenge
Limited in-house M&A & strategy capabilities at the junior level
Key Deliverables
Client Since Feb 2025
Core Industry
Mining & Metals
Market Cap.$50bn+
Challenge
Limited in-house resources to conduct high quality financial analysis
Key Deliverables
Client Since May 2022
Core Industry
Paper & Packaging
Market Cap.$3bn+
Challenge
Limited in-house financial modeling skills for high-quality financial analysis
Key Deliverables
Client Since May 2023
Core Industry
Healthcare Service Provider
Market Cap.$1bn+
Challenge
Insufficient junior support for strategic M&A initiatives
Key Deliverables
Since 2018, we have helped clients reclaim their time and extend their capabilities.
At Tristone, our mission is to be the most trusted and unbiased provider of insights and analytics to the investment community and corporates globally.