Our Services
We are more than vertical experts. With a global perspective and depth and breadth of knowledge across industries, our insight and strategic approach has helped countless clients achieve strong outcomes.
INVESTMENT BANKING SERVICES
MVV delivers independent advisory services across capital raising, M&A, liquidity solutions, and fund advisory. We combine institutional discipline with deep private capital relationships to help clients achieve transformative outcomes. From growth financings to strategic transactions, we structure and position deals with precision, discretion, and a founder-focused approach.
Capital Raising & Advisory
We advise companies and independent sponsors on equity and debt financings, recapitalizations, and capital access. Through deep relationships with institutional investors, family offices, private credit funds, and strategic partners, we structure transactions that align capital with growth objectives and investor mandates.
M&A Advisory
We provide independent advice on strategic transactions, representing business owners, management teams, and investors in both buy-side and sell-side engagements. From positioning to execution, we navigate complex processes with discretion and discipline to deliver outcomes that maximize value.
Liquidity & Secondary Solutions
We advise founders, executives, and long-term shareholders on structured secondary transactions designed to generate liquidity while preserving upside and control. Our work spans minority stake sales, GP- and LP-led solutions, and bespoke recapitalizations tailored to ownership, governance and investor dynamics.
Our process emphasizes precise positioning, targeted investor outreach, and disciplined execution to deliver efficient liquidity without disrupting the long-term trajectory of the business.
Preparation & Positioning
We equip clients with the strategy, materials, and readiness required to succeed in capital markets. From financial modeling and valuation frameworks to investor materials, process coaching, and narrative development, we ensure companies and sponsors approach transactions with institutional-grade preparation and credibility.
Fund Advisory
We raise capital for private funds, connecting GPs with family offices, RIAs, and institutional LPs. Our expertise spans placement strategy, fund structuring, and positioning, as well as the creation and administration of feeder funds. With deep knowledge of legal, tax, audit, and administrative considerations, we provide turnkey solutions that make alternative investments accessible to a broader investor base while supporting efficient fundraising for managers.
REAL ESTATE CAPITAL MARKETS
MVV advises sponsors, operators, and investors across various real estate transactions. Our expertise spans tax-advantaged structures, valuation, and recapitalization strategies, enabling clients to unlock liquidity, optimize portfolios, and access capital with precision.
1031 Exchange Advisory
We structure tax-deferred rollover transactions that allow investors to preserve capital, defer gains, and optimize portfolio transitions.
DST Structuring
We advise sponsors, property owners, and investors on the structuring and execution of Delaware Statutory Trust (DST) offerings designed to facilitate tax-deferred 1031 exchanges. Our work focuses on asset eligibility, capital structure, investor suitability, and transaction mechanics to ensure regulatory compliance and efficient execution. We help clients navigate the complexities of DST formation, capitalization, and placement with discipline and precision, delivering structures that align investor objectives with long-term value preservation.
Opportunity Zone Advisory
We guide sponsors and investors on OZ-qualified investments and fund structuring, leveraging regulatory incentives to maximize long-term value creation.
Capital & Asset Advisory
MVV advises on high-impact capital and asset transactions where structure matters. We work with business owners, sponsors, and investors on recapitalizations, minority and secondary liquidity, joint ventures, and strategic portfolio actions, helping clients access capital while protecting long-term value and control.
Valuation & Market Analysis
We deliver independent valuation frameworks and market insights that inform acquisitions, recapitalizations, and exit strategies.
Tax-Efficient & Partnered Liquidity Solutions
MVV Capital Partners works with a curated network of insurance, lending, and tax-optimization specialists to deliver institutional-grade strategies designed to enhance after-tax returns and liquidity flexibility for investors and family offices.
These solutions are accessed exclusively through regulated third-party partners. MVV does not underwrite, manage, or manufacture these programs directly. Our role is to act as a strategic advisor and coordinator, ensuring each solution is aligned with the client’s broader investment, tax, and estate objectives.
Tax-Advantaged Insurance Structures (PPLI / PPVA)
MVV provides access to Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) programs through a select group of licensed insurance partners specializing in advanced wealth and estate planning.
These structures are commonly used by sophisticated families and institutions to support long-term, tax-efficient compounding and multi-generational planning.
MVV works alongside clients’ tax, legal, and estate advisors to evaluate suitability, coordinate implementation, and ensure alignment across jurisdictions and governance frameworks.
Our role includes:
- Identifying qualified PPLI / PPVA providers and coordinating introductions
- Evaluating strategy fit relative to existing asset allocations
- Supporting diligence, compliance, and documentation with licensed partners
Ensuring consistency with estate planning and family governance objectives
Tax-Loss Harvesting & Portfolio Optimization
Through trusted external tax and investment advisors, MVV facilitates access to customized tax-loss harvesting and related optimization strategies aimed at improving after-tax portfolio efficiency.
Unlike standalone loss-harvesting programs, these solutions are evaluated in the context of private market exposure, insurance structures, and long-term capital planning.
Capabilities through our partner network include:
- Customized harvesting programs across public and private portfolios
- Integration with insurance or deferred-compensation structures
- Coordination with clients’ tax advisors and fiduciaries
- Ongoing review to adapt to market and regulatory changes
Margin Lending & Institutional Liquidity Solutions
MVV collaborates with private lenders, specialty finance firms, and banks to arrange secured, non-dilutive liquidity solutions for investors and family offices seeking access to capital without forced asset sales.
These facilities are structured and managed by regulated counterparties, with MVV acting as an independent advisor to assess structure, pricing, and partner fit.
Example solutions include:
- Portfolio-secured credit lines against private equity, hedge fund, or real estate interests
- Pre-liquidity bridge loans and capital call facilities
- Short-term structured liquidity programs collateralized by private or alternative assets
Representative Financing Parameters
- Duration: Up to 12 months
- Loan-to-Value: Typically below 25%
- Collateral Coverage: 4-6x with defined margin triggers
- Minimum Ticket Size: $1 million
- Structure: Buy/sell-back or equivalent secured arrangements
- Custody: Segregated institutional accounts
Eligible collateral may include:
- GP and management company interests
- LP fund interests and hedge fund shares
- Late-stage private or pre-IPO equity
- Real estate and holding company structures
MVV acts solely as an introducing advisor and facilitator, coordinating with lending counterparties to ensure alignment with each client’s liquidity objectives and risk profile.
