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Our Services

JAL Advisory Services provides principal-level strategic, capital, and investment advisory to real asset investors, operators, and family offices. We support clients through complex, high-consequence decisions involving capital formation, investment strategy, and platform evolution.

Capital Formation & Strategic Finance Advisory

We advise sponsors and platforms on capital strategy across the full lifecycle—from first institutional raise to recapitalizations and fund evolution.

Services include:

  • Debt and equity capital-raising strategy

  • Capital stack optimization and structuring

  • GP/LP economics, waterfalls, and alignment analysis

  • Fund I → Fund II transition planning

  • Recapitalizations, refinancings, and deleveraging strategies

  • Investor targeting and fundraising readiness

Typical clients:
Emerging and mid-scale sponsors, family offices, and operators preparing for institutional capital.

Investment & Transaction Advisory

We provide principal-level investment analysis and decision support for acquisitions, developments, and portfolio-wide capital allocation decisions.

Services include:

  • Acquisition and development underwriting

  • Investment committee–ready analysis and memoranda

  • Hold vs. sell and exit-timing analysis

  • Portfolio strategy and capital allocation

  • Joint-venture and co-GP evaluation

  • Transitional or underperforming asset strategy

Typical clients:
Family offices, owner-operators, and investors seeking independent, experienced judgment.

Family Office & Closely-Held Business Advisory

We advise families and closely held platforms navigating governance, capital deployment, and generational or organizational transitions.

Services include:

  • Investment governance and decision-making frameworks

  • Capital deployment and portfolio construction strategy

  • Succession and transition planning

  • Managing complexity across ownership, management, and capital

  • Institutional reporting and transparency standards

This work is highly customized and relationship-driven.

Platform Growth & Institutionalization

We help real asset platforms evolve from entrepreneurial operations into institutional-grade businesses capable of scaling capital and complexity.

Services include:

  • Platform strategy and growth planning

  • Organizational design and operating model refinement

  • Investor-grade reporting and controls

  • Budgeting, forecasting, and portfolio analytics

  • SaaS and systems implementation (reporting, data rooms, CRM)

  • Institutional due diligence preparation

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