A Culture Where Success Equals Partnership

In the world of boutique advisory firms, Brivest Capital is a different sort of bird.

Brivest Capital is the result of an alliance forged by our founders. After decades of collaborative work at Goldman Sachs and in Global Asset Management, they sought to create a firm where they could pursue their passion for advising the world's best companies and leaders in an environment of partnership and trust. Recognizing the significant demand within Global Asset Management for truly independent and trustworthy strategic and financial advice, Brivest Capital was established with a unique partnership culture to attract professionals who share their vision.

The Brivest Capital team shares The Brivest Capital team shares a strong belief in the power of teamwork and partnership. Placing clients' interests above all else, we strive to provide advice that is based on rigorous consideration, deep experience and an unbiased view of what is best for our clients. In the sphere of Global Asset Management, our clients represent not just another transaction — they are our trusted partners, and we want them to succeed alongside us.

Today, our advisory business provides an Today, our advisory business provides a wide array of services, from strategic advisory and mergers and acquisitions to capital raising and Global Asset Management consulting. Our expertise serves clients from a broad spectrum of industries, with a deep concentration in financial services, while continuously strengthening our Global Asset Management capabilities.

Brivest Capital will always be large enough to deliver the most comprehensive global advice and innovative Global Asset Management solutions, while remaining small enough to preserve our culture of partnership and trust. For clients seeking enduring value, we are committed to being a long-term advisor and a reliable Global Asset Management partner.

Our firm will always be large enough to deliver the most comprehensive global advice, while remaining small enough to protect our culture.

Our Guiding Principles

Brivest Capital works differently than most firms because of how strongly we subscribe to the following beliefs:

Personal Relationships

Brivest Capital invests in strong and deeply personal long-term relationships.

Trust & Integrity

Our communication with our clients is always based on trust, honesty and integrity. It will always be strictly private and confidential.

Commitment

We serve a select group of clients globally. We are not market share or transaction driven. We rely on the breadth and depth of our capabilities and experience, not the size of our team or our balance sheet.

Diversity, Equality + Equity, Inclusion & Belonging

Plain and simple: diversity results in the generation of more and better ideas.

Our Future

We have succeeded, and will succeed, by attracting, training and mentoring a diverse group of talented people. They are Brivest Capital's future partners.

Giving Back

Brivest Capital contributes to worthy causes every year. Irrespective of profitability, we dedicate 2% of our annual revenue to support our communities, charitable organizations and the wellness of our employees. Since inception we have donated over $14 million to non-profit organizations around the globe.

We believe that providing the best advice to our clients is greatly enhanced by our true partnership culture.

Core Competitiveness

We advise a diverse group of clients to solve some of their most critical financial and strategic challenges. Our core competencies include:

Strategic Advisory

M&A Transactions

Capital Markets Advisory

Financial Services Advisory

Blockchain Financial Advisory & Crypto Asset Advisory

Our Strategies

  • CREDIT OVERVIEW

    Our credit strategies provide investors an opportunity to invest across liquid and private credit markets, from leveraged loans and bonds to private structured credit investments, along with commercial real estate and specialty lending. We specialize in nuanced market segments where the team’s collective experience navigating market cycles and investing across the capital structure enables us to capture excess returns relative to traditional markets, as a result of illiquidity, complexity, and other market inefficiencies.

  • PRIVATE CREDIT

    With a 15-year track record, Brivest is one of the largest and longest-tenured investors in the regulatory capital relief or risk-sharing market, partnering with the leading global bank issuers. We employ an opportunistic approach to capitalize on the asset class’s unique combination of high, income-driven yields with historical resilience during periods of market stress.

  • ALTERNATIVE CREDIT /MULTI-ASSET
    CLO Equity Strategy

    Our captive CLO Equity strategy offers access to majority-owned equity positions in Brivest’s new-issue broadly syndicated Elevation CLOs. The strategy’s investment process combines fundamental credit analysis with structuring expertise and an active management style to assess risk and identify inefficiencies and opportunities aimed at generating current income with the potential for high cash-on-cash returns for CLO equity investors.

    Multi-Asset Strategy

    Our Multi-Asset strategy draws upon insights from the firm’s investment platform to capitalize on opportunities in private and public credit, equity, commercial real estate financing, and specialty lending that offer highly asymmetric risk/return profiles. With the ability to invest across the capital structure, the strategy aims to hold a diverse set of investments with the potential to generate absolute returns over market cycles with lower volatility and low correlation to traditional market segments.

  • CLO / LEVERAGED LOANS

    Brivest’s leveraged finance investment platform was launched in 2013 and is guided by seasoned leadership with three decades of structured credit investment experience and cycle tested performance track record investing in the leverage loan asset class as both a collateral manager and investor in third-party managed Collateralized Loan Obligations (“CLOs”).

How Do We Define DEIB?

Diversity

We represent multiple cultures, identities, and life experiences, which is critical to ensuring multiple perspectives and approaches across our team, and will ultimately drive our success.

Equality + Equity

We will employ processes and procedures that:

Inclusion

We will establish an environment where our team members feel comfortable, respected and supported by one another.

Belonging

We will foster a culture where our employees feel accepted and welcomed, are able to establish and maintain positive connections and continuously feel engaged and valued.

Brivest Capital DEIB Principles

To support our long-term focus on diversity, equality + equity, inclusion and belonging we have developed the following guiding principles for our team. We will all strive to uphold these objectives to continue to build a diverse, equitable and inclusive firm.

Invest in a 'Culture-Add' Mindset

We are committed to sourcing, developing and supporting a diverse array of people to be considered for all potential hires and promotions into any position at the firm.

Invest in an Equitable & Objective Review Process

Our evaluation process for progression and promotion will support our culture of meritocracy and strive to create fairness across the full spectrum of our diverse team.

Invest in the Development of Our Employees

We will build a culture that creates an inclusive and welcoming environment and provides support and mentorship for every individual who joins the firm.

Invest in Our Communities

We will provide opportunities to participate in local volunteer programs and offer financial backing through Brivest Capital Cares for every employee to individually recognize and support charitable organizations that are important to them.

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