Hatley Capital Partners, a Toronto-based capital advisory and placement firm specializing in raising private capital for alternative investment managers, has selected DealCloud to support CRM, pipeline management, and fundraising.
“Since inception, we recognized the need to leverage best-in-class technology to best serve the unique and dynamic needs of our institutional clients, because we have innovative, integrated, and scalable software at our core, we have the unique ability to approach every relationship and mandate with a much more thoughtful and efficient fundraising process. This benefits not only our business, but it creates additional value for the GPs and LPs we deeply care about and represent.”Ray Brulotte, Founder and Managing Director of Hatley Capital Partners
Established in Canada and expanding to the U.S. and the U.K., Hatley works with private equity, private credit, and private infrastructure funds from around the globe.
“We’re excited to work with Hatley Capital Partners to extend their deal and relationship management capabilities as they work on new revenue streams. We will partner with their team to implement private placement best practices as they expand throughout Canada, the U.S., and Europe.”Ben Harrison, President of Financial Services at DealCloud
Hatley focuses on originating opportunities across North America with compelling top-quartile managers, typically raising funds between $500 million and $2 billion. It also sources direct investments for its institutional investors, which include pension funds, financial institutions, consultants, insurance companies, and family offices.
Placing the relationship first and valuing integrity and transparency, Hatley advises on all aspects of the fundraising process, including preparation of marketing materials, comprehensive strategic fundraising planning, and distribution. Offering much more than an introductory meeting, the firm brings a true institutional lens to fundraising in private markets, understanding the unique needs, constraints, and diligence required by institutional investors to commit capital to an external manager.
Ray Brulotte, the founder and Managing Director of Hatley, has more than 25 years of international experience advising institutional investors. He was most recently the Canadian Head of Global Markets Sales and Senior Relationship Manager for Bank of America Merrill Lynch in Toronto. Collectively, the firm’s team has extensive capital markets expertise and reach as a result of each member’s professional pedigree, which includes Ontario Teachers’ Pension Plan (OTPP), Deutsche Bank, Bank of America Merrill Lynch, Citigroup, Scotiabank, TD Bank, OMERS, Cadillac Fairview, and the VC and tech space.
The unique composition of the team’s relationships across the institutional landscape enables Hatley to serve the diverse world of alternatives with a refreshed lens, focus on data, innovation, and client service.