Equity relationships on smaller deals

For those of you that work in the space of smaller deals where equity checks are only $2-3 million at most, where or who are you typically partnering with? (family offices, high-net worth individuals, asset managers, etc.?)

And how did you form those relationships?

5 Comments
 

A few years ago I worked for a small, regional group that had a few insurance companies that wrote checks in the $2-$8M range. From what I gathered, it took several years to develop the level of trust they required to sign on. 

As far as relationship forming is concerned, it's often a mix of cold calling, networking and serendipity. 

 

Hopefully we get more answers on this. I run a mortgage brokerage that focuses on small balance commercial/investment loans (sub $10mm)

Recently quite a few developers have approached me on raising equity. It's very difficult in the small balance equity world.

 

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