Client – Global Macro Manager

Engaged to raise capital for a London/Singapore-based discretionary global macro manager employing a thematic approach

• Targets equity risk levels with higher returns
• Has generated annualized net returns of ~23% since January 2005 inception
• Institutional risk management
• Impressive manager pedigree
• ~$120 million AUM

Touchstone redeveloped marketing literature and represents this manager under a broad North American mandate and selectively elsewhere

Client – Specialist Middle Market Buyout Manager

Engaged to raise capital for a leading underwriter of single-credit opportunities

• Fund II targeting €300 million of commitments
• 2.6x cash on cash realized returns to date on over €235 million invested at cost
• Low leverage, earlier return of capital, and diversification benefits associated with strategy
• Headquartered in San Francisco
• Operating and investment partners employed to improve portfolio company performance

Touchstone redeveloped the marketing strategy and literature and represents this manager under an exclusive North American and Australian institutional investor mandate as well as to selected European institutions

Client –Specialty Fixed Income Manager

Engaged to raise capital for a leading investor in structured securities (asset-backed, commercial mortgage-backed, and residential mortgage-backed)

• Over $50 billion AUM; ~$20 billion in structured securities with deep experience in ABS and CMBS
• Excess annualized return of 200-500 bp over relevant benchmarks over last five years
• Opportunistic strategy takes advantage of historic dislocations in structured securities markets
• Focus is on higher-quality structured securities
• Over $1 billion currently allocated into opportunistic commingled fund and separately managed accounts

Touchstone redeveloped marketing literature and represents this manager under a broad North American, European, and Australian institutional investor mandate

Client – Asset-Based Lender

Engaged to raise capital for a leading underwriter of single-credit opportunities

• Over $400 million in commitments
• Well-collateralized credits and risk-linked securities
• Institutional-quality team is lift-out from KKR
• Headquartered in San Francisco
• Robust risk management and back office
• Strategy provides steady, consistent returns in any market environment while concurrently protecting downside risk at all times

Touchstone presented this manager to a select group of North American, European and Australian institutional investors

Client – Managed Futures CTA

Engaged to raise capital for a managed futures manager

• Roughly $300 million portfolio of S&P 500 futures.
• Annualized net rate of return of 20% since 2003 inception
• Low correlations to  S&P 500 Index, CTA Index, and HF Indexes
• Systematic and quantitative strategy

Touchstone presented  this manager to a select group of prospective institutional investors and their advisors

Client – Lower Middle Market Mezzanine Debt Manager

Engaged to raise commitments for a US junior capital fund

• Fund II raised over $120 million of commitments
• Offices in Metro New York, Chicago and San Francisco
• Consistently strong realized and unrealized returns over time
• Partners have worked together investing from various capital sources since mid 1990s

Touchstone represents this manager under a European institutional investor mandate

Client – Canadian Equity Long/Short Equities Manager

Engaged to raise capital for a leading Canadian equity investor

• Roughly US$2 billion in AUM
• Special expertise in Canadian energy and mining
• Flagship (diversified and opportunistic) product has generated mid-teens compound net returns since 2000 inception
• Co-CIOs are two of Canada’s most prominent investment managers

Touchstone advised this manager on marketing strategy, re-positioned the investment strategies and re-developed marketing literature. Touchstone represents this manager under an exclusive US institutional investor mandate and selectively elsewhere

Client – Top-Decile Global Early Stage Venture Capital Manager

Engaged to raise capital for Fund IV of an established Menlo Park-based Series A lead investor with a global team

• Specializing in Internet and media, mobility, enterprise solutions and semiconductors
• Eight partners located in the US, China, Korea, India, and Europe
• Uniquely successful global model investing from one fund/one team
• Notable investments include having led PayPal and Slide

Touchstone represented this manager under an exclusive North
American and European investor mandate; $250 million raised

Client – Global Short Term Interest Rate Arbitrage Manager

Engaged to raise capital for an emerging hedge fund manager that specializes in global interest rate arbitrage in 25 currency markets using forward contracts

• Quantitative strategy has generated net annualized returns over 9%
• Low to negative correlation with equities, bonds and other alternative strategies
• Risk management focuses on limiting downside exposure
• Retained Touchstone to widen institutional investor base

Client – Insurance Sector Private Equity Fund

Engaged to raise capital for an established private equity manager that specializes in insurance industry investments

• Deep sector investment and operating expertise
• 20 year history of successful investing in core middle market/large cap insurance-related opportunities
• Retained Touchstone to widen investor base

Touchstone represented this manager under an exclusive institutional North America, European, and Middle East investor mandate; $165 million raised

Client – Global Equity Long/Short Hedge Fund

Engaged to raise capital for an established global long/short equity manager based in Sydney, Australia

• US$650 million under management in equity long/short strategy, primarily from Australian/New Zealand investors
• Client seeks to raise capital globally to align its investment style with its investor base

Touchstone represented this opportunity to institutional investors under an exclusive North American and Middle East mandate

Client – Distressed Debt Manager

Engaged to raise capital for a distressed investment fund with a bias towards investing in “safer” distressed in middle market companie

• Manager has superior returns in a 9-year old separate account with several hundred million dollars in AUM
• Firm has been a successful distressed investor for over 20 years and is widely recognized as leader in distressed investing
  Current AUM is over $1 billion

Touchstone represented this manager under a broad-based US institutional investor mandate; over $500 million raised

Client – Secondary Sale

Worked with Middle Eastern investor and secondary fund purchasers

• Seller expressed interest to Touchstone in redeploying exposure from a name brand US private equity fund to local public markets
• Touchstone canvassed the secondary investor market and identified a buyer who had recently completed the purchase of a like interest
• Touchstone leveraged its on-the-ground presence in Dubai to broker an agreement

A secondary fund engaged Touchstone to act as their agent in this transaction

Client – Buyout Fund

Touchstone was engaged to raise commitments for a control-oriented fund investing in smaller US companies undergoing transition

• Fund affiliated with a nationally recognized provider of asset-based appraisals, financings, and acquisition/disposition services
• Principals' prior investment results greater than 100% gross IRR over 10 years, but working together in this entity for the first time

Touchstone introduced this opportunity to institutions interested in emerging private equity managers