The firm

Strategic Advisory & Capital Formation Partners.

Outerhaven is a partner-led advisory firm working with private companies, sponsors, asset owners and advisors on strategic transactions, capital structure and private-market financing.

Our purpose

Independent advice around the decisions that shape a transaction.

Important transactions rarely begin with a single financing product. They begin with a strategic question: whether to raise capital, pursue an acquisition, change ownership, refinance, bring in a partner or restructure the capital base.

Outerhaven is built to work across that decision. We help frame the alternatives, prepare the situation and determine which capital or strategic counterparties have a credible reason to engage.

What makes us different

A focused advisory model built around judgment and relationships.

Our model is designed for situations where senior attention, discretion and the quality of the counterparty matter more than broad distribution.

Partner-led execution

Strategic review, capital strategy and relationship deployment remain close to the partners accountable for the mandate.

Independent perspective

We start with the client’s objective and evaluate multiple paths rather than forcing every situation into a predefined capital product.

Private-market connectivity

Our relationship coverage spans family offices, institutional investors, sponsors, private credit, strategic investors and specialist capital providers.

Selective engagement

We prefer a focused set of counterparties with a credible reason to engage over broad, indiscriminate distribution.

Originator alignment

Where a transaction comes through an advisor or originator, that relationship remains recognized throughout the process.

Our model

Advice, capital and execution in one connected process.

The strategic decision informs the financing. The financing structure informs the investor universe. The investor universe informs execution. We keep those decisions connected.

Strategic AdvisoryStrategic alternatives, M&A situations, ownership transitions and counterparty strategy.
Capital FormationEquity, credit, structured and project capital around the needs of the situation.
Capital StructureFinancing alternatives, liquidity, refinancing and recapitalization considerations.
Private CapitalFocused engagement with family offices, institutions, sponsors and strategic investors.
Who we work with

Clients and partners across the private-market ecosystem.

We are most useful where the transaction benefits from both strategic judgment and selective access to capital or counterparties.

Private Companies & Founders

Strategic alternatives, growth capital, acquisitions, recapitalizations and ownership transitions.

Financial Sponsors

Acquisition financing, co-investment, portfolio-company capital and strategic transaction support.

Developers & Asset Owners

Project, development and structured capital for real assets and capital-intensive opportunities.

Investment Banks & Advisors

Incremental buyer or capital coverage while preserving the existing client and advisory relationship.

How we work

Prepared before distributed.

We want the strategic case and transaction information strong enough that every important conversation begins with a reason to engage.

01Understand

Clarify the objective, stakeholders, economics, timing and constraints.

02Evaluate

Compare transaction and financing alternatives, including the tradeoffs around each path.

03Prepare

Organize the information, diligence and positioning required for a credible process.

04Engage

Approach relevant counterparties and coordinate the process through active execution.

Leadership

Senior coverage across four continents.

Senior coverage across North America, the UK, Asia, the GCC and Oceania, close to every mandate.

Peter Plaut
Partner, Private Credit · New York

Managing director at a $7.6B single-family office. 35 years in credit; leads every debt mandate.

Chase Hamby
Managing Director · North America
Tengku Harris
Co-Managing Director · Asia
Razeen Rafidi
Capital Markets Specialist · GCC
Anaz Azlan
Deal Originator · East Asia & Oceania

Good capital advice begins before the first investor conversation.

Discuss a transaction or advisory partnership with Outerhaven.

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