- Venture capital
- Growth equity
- Buyout equity
- Value-add real estate
- Infrastructure and natural resources
- Secured Lending
- Non-secured Lending
- Niche lending strategies
The ebb and flow of markets bring myriad dislocations and therefore investment opportunities. Balentine is constantly on the lookout for these opportunities.
As one of the few advisory firms that has actually “sat in the chair” as direct private equity investors, we take a unique approach to this type of investing — and we know that building out a private capital program is an intensive effort that takes meaningful time to get capital “in the ground.” But once the program is in place, it can become self-funding and begin to compound at high rates. Here’s how that happens.
Our financial planning services run the gamut, from asset and balance sheet management to cash flow reporting and maintenance.
We help clients reach new levels of alignment, authenticity, trust, and transparency with loved ones by including each generation in discussions around wealth and exploring opportunities that reflect family values and interests.
Managing wealth is distinctly different from managing and operating a company — and as entrepreneurs ourselves, we can provide unbiased, experience-backed advice on decisions like taking your company public, making your exit, or creating a succession plan.
We proudly serve as a trusted partner to plans and consultants alike: Protecting capital, capturing market upside, and identifying and acting on opportunities, near and far.