Hatley Capital Partners, a Toronto-based boutique capital advisory and placement firm specializing in raising private capital for alternative investment managers and direct investing, has selected DealCloud to support CRM, pipeline management, and fundraising.
“Since inception, we recognized the need to leverage best-in-class technology to best serve the evolving and dynamic needs of our institutional clients,” said Ray Brulotte, Founder and Managing Director of Hatley Capital Partners. “Because we have innovative, integrated, and scalable software at our core, we have the unique ability to approach every relationship and mandate with a much more thoughtful and efficient fundraising process. This benefits not only our business, but it creates additional value for the GPs and LPs we deeply care about and represent.”
Established in Canada and currently expanding to the U.S. and the U.K., Hatley Capital Partners is a boutique capital advisory and placement firm specializing in raising private capital for alternative investment managers and direct investing. Hatley Capital Partners specializes in fundraising for private equity, private credit, and private infrastructure funds from around the globe. Because of its relationship-first approach, the firm is uniquely positioned to unlock the North American private markets landscape. Hatley Capital Partners is currently expanding and expects to be FINRA licensed in the third quarter of 2021.
Ray Brulotte, the founder and leader of Hatley Capital Partners, brings more than 25 years of international experience advising institutional investors. He was most recently the Canadian Head of Global Markets Sales and Senior Relationship Manager for Bank of America Merrill Lynch in Toronto.
Collectively, the firm’s current team brings extensive capital markets expertise and relationships to clients as a result of each member’s professional pedigree, which includes Ontario Teachers’ Pension Plan (OTPP), Deutsche Bank, Bank of America Merrill Lynch, Citigroup, Scotiabank, TD Bank, and the venture capital and tech space. The unique composition of capital markets, private equity, venture capital, and alternative investments knowledge and networks enables Hatley Capital Partners to facilitate mandates across the private markets landscape.
Hatley Capital Partners focuses on originating opportunities and connecting its institutional relationships to compelling, top quartile managers. The firm is sector-agnostic and targets mandates between $500 million and $2 billion. It also sources quality direct investments for its institutional investors, which include pension funds, financial institutions, consultants, insurance companies, and family offices.
Hatley Capital Partners is about integrity, transparency, and access to North American institutional investors. The firm advises on all aspects of the fundraising process, including preparation of marketing materials, comprehensive strategic fundraising planning, and distribution.
The firm brings a true institutional lens to fundraising in private markets. Hatley Capital Partners understands the unique needs, constraints, and diligence required by institutional investors to commit capital to an external manager. As such, the firm offers much more than just an introduction meeting.
“We’re excited to work with Hatley Capital Partners to extend their deal and relationship management capabilities as they work on new revenue streams,” said Ben Harrison, President of Financial Services at DealCloud. “We will partner with their team to implement private placement best practices as they expand throughout Canada, the U.S., and Europe.”
DealCloud, an Intapp company, provides a single-source deal, relationship, and firm management platform that enables firms to power their dealmaking process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit dealcloud.com.
About Hatley Capital Partners
Hatley Capital Partners is a boutique capital advisory and placement firm specializing in raising private capital for alternative investment managers and direct investing. The firm advises on all aspects of the fundraising process, including preparation of marketing materials, comprehensive strategic fundraising planning, and distribution. Hatley Capital Partners is sector-agnostic and focuses on only a few mandates each year with top quartile managers to ensure maximum dedication for each mandate. The firm also sources quality direct investments for its limited partners, including pension funds, financial institutions, insurance companies, and family offices. For more inform