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Curated Private Equity For Family Offices

Advance Your Deal Flow


What is Your Investment Mandate?

We start by understanding the types of investments your family office focus on, including deal structures, terms, and other notable characteristics such as philanthropic endeavors.

Developing Efficient High Quality Deal Flow

 After a thorough discussion on the uniqueness of your family office, we can provide full data rooms to various private market deals that have already passed two layers of due diligence.  This process provides your family office with additional deal flow in an efficient and confidential process.

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Expanded Deal Flow Through Collaborative Network

Through our partnership with Finalis Securities, we have access to over 1,300 private market deals and over 400 investment bankers allowing us to efficiently collaborate to find  the allocations needed for your family office.

Conrad Metz Private Equity Investment Banker

Conrad Metz : Principal

Deeply rooted in the Orange County, CA community, Conrad Metz has professional expertise in real estate, finance, and energy markets...working on the advisory side as well as running a long/short global macro trading business.  He took his knowledge in these fields to build Metz Capital, helping bridge the gap for family offices accessing private market investments.

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