Access. Insight. Opportunity.
At Banfield Capital, we offer qualified clients the opportunity to participate in private direct investments that are typically unavailable through traditional wealth management channels. These opportunities provide exposure to early-stage growth, private credit, real assets, and specialty strategies that can enhance long-term returns and improve overall portfolio diversification.
Private direct investing is not simply about access. It requires thoughtful evaluation, rigorous due diligence, and careful alignment with each client’s financial profile. Our role is to identify compelling opportunities, assess their risk and potential, and ensure that clients enter private markets with clarity and confidence.
Key advantages of working with us for Private Direct Investments include:
Direct access to high quality private deals sourced through global networks.
Rigorous due diligence led by investment, legal, and operational specialists.
Alignment with long-term goals through structured evaluation of risk, liquidity, and return potential.
Cross-border investment expertise for clients with international financial profiles.
Full transparency throughout selection, review, and execution.
Banfield Capital empowers clients to participate in private markets with the same discipline and structure used by institutional investors.
Direct Investment Opportunities
Private direct investments can complement traditional portfolios by expanding beyond public markets and creating exposure to differentiated sources of return. We evaluate opportunities across a range of sectors and stages, including:
Private Equity and Growth Capital
Investments in early and expansion-stage companies with high growth potential. These deals may involve innovative technology firms, emerging consumer brands, or sector specialists.
Private Credit and Lending Strategies
Opportunities to participate in senior secured lending, specialty finance, or structured credit, providing predictable income and downside protection when structured appropriately.
Real Assets and Infrastructure
Direct ownership in assets such as logistics infrastructure, energy projects, or specialized real estate. These investments may offer inflation protection and long-term income stability.
Sector-Specific Opportunities
Occasional thematic deals in areas such as healthcare innovation, renewable energy, or global supply chain modernization, identified through our partners and research networks.
Each opportunity is reviewed for merit, risk, governance, liquidity, and strategic fit. We present only those ideas that meet our standards for quality and suitability.
Due Diligence Process
Our due diligence framework is comprehensive and methodical. Before recommending any private direct investment, our team conducts a multi-stage review that includes:
Business and Market Analysis
Understanding the company’s business model, competitive advantages, addressable market, and long-term viability. We study industry trends, regulatory considerations, and macroeconomic factors that may influence performance.
Management Assessment
Evaluating leadership teams for operational competence, integrity, and strategic discipline. We emphasize track records, decision-making frameworks, and alignment of incentives.
Financial and Structural Review
Analyzing financial statements, capital structure, cash flow sustainability, and exit strategy. For credit and real asset investments, we evaluate collateral, covenants, and underwriting assumptions.
Legal and Compliance Review
Ensuring structures meet all relevant regulatory standards. This includes verification of disclosures, governance, investor protections, and cross-border considerations when applicable.
Risk Assessment and Scenario Testing
Reviewing key risks and examining how different economic or operational outcomes may affect performance.
Only once an opportunity has passed through our internal process do we introduce it to qualified clients. Our aim is to offer investments that are transparent, well-structured, and aligned with long-term portfolios.
Access Criteria for Private Investors
Because private direct investments involve risk, illiquidity, and regulatory oversight, participation is limited to clients who meet certain eligibility criteria. Access is typically extended to:
- High net worth individuals and families.
- Institutional clients, including family offices and foundations.
- Investors with appropriate liquidity, risk tolerance, and investment experience.
Our advisors work closely with clients to determine suitability. We evaluate financial capacity, investment horizon, existing portfolio structure, and personal goals before recommending any direct investment.
Case Study: A Strategic Allocation for a Global Executive
A Marketing Executive at a Multinational Corporation approached Banfield Capital seeking to enhance long-term returns and diversify beyond public markets. Her compensation package included equity awards and bonuses denominated in multiple currencies, and she wished to create a private investment sleeve that would complement her existing portfolio.
After a full review, our team recommended a combination of private credit and a minority equity investment in a high growth logistics technology company. The opportunities aligned with her risk profile, offered lower correlation to public markets, and fit her long-term timeline.
We conducted full due diligence, coordinated legal review across jurisdictions, and structured the allocation to maintain liquidity for future career mobility.
Two years later, the private credit allocation produced stable income and the equity investment increased significantly in value following a successful expansion round.
“Banfield Capital helped me access opportunities that felt out of reach before. The process was clear, structured, and offered a level of confidence I would not have had on my own.”
– Marketing Executive, Multinational Corporation
Why Clients Choose Banfield Capital for Private Direct Investments
- High quality sourcing through global networks.
- Institutional-grade due diligence.
- Transparent selection and execution.
- Disciplined risk management and portfolio integration.
- Dedicated advisory support throughout each investment’s lifecycle.
At Banfield Capital, our goal is simple: to help clients participate in private markets with insight, discipline, and confidence, creating access to opportunities that can enrich their long-term financial future.