TACTICAL INVESTMENTS

Cherry Bay Capital Private Investment Office aims to transform assets into the expression of the clients
themselves by giving access to alternative investment opportunities in close interaction with the stories,
passions and skills of the client families.

Activities

cherry-picking

Cherry Picking

  • Origination
  • Business & financial analysis
  • Client focused wealth strategy and risk assessment
  • Investment planning
  • Special Purpose Vehicle structuring
  • Governance and incentives
execution

Execution

wealth-creation

Wealth Creation

  • Exit strategies
  • Wealth transmission, tax & fiscal implications

Asset Classes we work with

Private Equity

Advisory services for structuring, organization and identification of financial sources for investments in
SMEs characterized by a unique positioning that can aspire to sustained value creation.

Venture Capital

Advisory services for structuring, organization and identification of financial sources for investments in
innovative Startups and ScaleUps with highly scalable and market proven business models.

Private Debt

Advisory services for the structuring, organization and procurement of alternative financial sources such
as mezzanine instruments, mini / convertible bonds or to support structured operations to sustain
business growth such as Acquisition & Leverage Finance or Club Deal loans.