Outsourced Private Equity Investor Relations Solutions

MFD Advisory works with private markets GPs and IR professionals to provide outsourced IR solutions that improve LP engagement and support fundraising enablement

________________

~17

Years of PE IR Experience*

$63B+

Aggregate Capital Raises Supported*

24

Fundraises Supported*

________________

*Represents professional experience of MFD Advisory’s Founder. 

Services

Project-based, short-term IR help (1-6+ month contracts) at a fraction of the time & cost required to hire experienced IR talent.  Service limited to 1-3 GPs at a time based on work scope.

Use Case Examples:  Help with fundraise launches, AGM/LPAC preparation, extra help during parental or family leave, etc.

CONSULTING SERVICES

Case studies available upon request

Build your team’s confidence & productivity with live IR training modules tailored to your needs (learning tracks for junior,  mid-level & senior executives, as well as for support professionals).

Use Case Examples:  Team offsites / onboarding on topics such as IR best practices, technology & productivity tips, waterfall modeling, etc. 

MFD IR ACADEMY

Ongoing strategic advisory services for existing and prior Consulting Service clients only.  Allows for continued help & support around specific longer-term goals and objectives.

                                                       

Use Case Examples:  Forming & implementing capital formation plans in support of AUM / firm growth goals, help onboarding new IR hires, help with placement agent strategies, etc.

ADVISORY SERVICES

Why Outsource IR?

IR TALENT IS EXPENSIVE…


  • MFD analysis based on data from Heidrick & Struggles, The Good Search and the US Department of Labor.  Base, Bonus & Carry figures sourced from Heidrick & Struggles’ North America alternative asset management marketing and investor relations professional compensation survey, 2023, n=270 professionals  (n=174 professionals for Carry figures; annualized carry based on wtd. avg. time to fully vest).  Recruiter figures sourced from The Good Search, The Definitive Guide to Executive Search Firms and Pricing, June 2023, reflects the low end of the 33-38% range reported for Retained Search Firm Fees.  Benefits figures sourced from the U.S. Department of Labor, Employer Costs For Employee Compensation Report, September 2023, which reports benefits as 40% of wages and salaries for “Professional and business services industry” employees, and includes paid leave, supplemental pay, insurance, retirement & savings and legally required benefits (i.e., Social Security insurance, Medicare, federal & state unemployment insurance, and workers’ compensation). 

…AND HARD TO FIND


Available, Affordable, Experienced – Pick Two...

MFD ADVISORY OFFERS…


  • “Blue-chip” private equity IR experience

  • More cost effective than comparable full-time hires

  • Have an in-house IR team? MFD can work as an extension of staff to boost or scale productivity

  • Need an in-house IR team? MFD can ease hiring time pressure and help source, train, and support new hires

  • Flexible terms and work scopes Start with a short-term contract and renew if / as needed over time

Meet the Team

MONICA F. DAVIS

Founder & Managing Partner

View Bio

SHANNON IRISH

Vice President

View Bio

ALEXANDER MIDDLETON

Senior Associate

View Bio

Contact Us

Let’s chat! Submit an inquiry by completing the below form or via email at info@mfdadvisory.com