S.O. Capital Advice is a regulated financial intermediary based in Paris that is dedicated to unlisted assets.
We provide dedicated, tailored and high-quality services to our customers (primarily small institutional investors and family offices) with respect to their Private Equity or real estate portfolios.
Founded in 2009 and powered with our 20 years of experience, S.O. Capital Advice services are structured around:
– Advisory services for the set-up, monitoring and liquidation of unlisted assets portfolios with the view to optimize their performance;
– Transactional services on Private Equity / Real Estate assets or fund interests through organized processes;
– M&A operations in the financial services industry;
– Fundraising services for small and mid market Private Equity or Real Estate funds; and
– Valuation services of Private Equity / Real Estate assets or fund interests.