What M2O Private Fund Advisors does

M2O Private Fund Advisors LLC is a US capital advisory firm founded in 2012 and headquartered in White Plains, New York. The firm advises General Partners (GPs) on primary fund placement, secondary transactions (both GP-led and LP-led), and direct equity placement for independent sponsors, emerging managers, and established funds. It also offers a modular Fundraising Advisory sub-service for GPs seeking selective support such as project management, due diligence outsourcing, and outsourced investor relations. The firm is a FINRA member and maintains GDPR and CCPA compliance frameworks, and operates with a senior-led, bespoke engagement model that explicitly limits mandate volume to preserve senior-level attention.

Revenue is generated through transaction-based capital advisory fees on fund placement, secondary advisory, and direct equity placement mandates. The distribution model is exclusively direct senior advisory across North America, with no resellers, marketplaces, or self-serve channels. Marketing is driven by professional networking, referral relationships, and the firm's website. Since inception, M2O has advised on 145+ transactions representing $34B+ in capital, with a named client base of lower-middle-market private equity firms across software, technology, industrials, business services, healthcare, and infrastructure strategies. The firm is privately held with no disclosed parent company, subsidiaries, or external institutional ownership, and is staffed by approximately 20 professionals led by two Managing Directors, four Partners, three Principals, and senior operating functions.

Name

M2O Private Fund Advisors

Legal name

M2O Private Fund Advisors LLC

Website

https://m2ollc.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

M2O Private Fund Advisors is a White Plains-based capital advisory firm founded in 2012 that provides primary fund placement, secondary advisory, and direct equity placement services to private equity General Partners and Limited Partners across North America, on a senior-led, bespoke engagement model.

Ownership category

akta.pro rank

Product category

Capital Advisory Services

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Other Investment Pools and Funds (5259)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Equity Fundraising Placement (FSAEALAB)

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Micro-PE / Lower Middle Market ETA Funds (FSANALAG)

Keywords

• Capital advisory services
• Private fund placement
• Secondary advisory
• Direct equity placement
• Fundraising advisory

Headquarters

HQ city

White Plains

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Capital Advisory Fees: M2O generates revenue through capital advisory fees for fund placement, secondary advisory, and direct equity placement services. The firm works on a selective basis with a limited number of mandates to ensure senior-level attention to each engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

M2O Private Fund Advisors provides senior-led capital advisory services to fund managers (GPs) and investors (LPs) across private equity, venture capital, and alternative asset classes. Core offerings include Primary Fund Placement (full-service fundraising support from origination through closing), Secondary Advisory (GP-led and LP-led secondary transactions), and Direct Equity Placement (deal-by-deal capital raising for independent sponsors and emerging managers), delivered through a selective, high-touch engagement model.

Product overview

M2O Private Fund Advisors is a capital advisory firm offering three core services: Primary Fund Placement (full-service fund placement for fund managers), Secondary Advisory (GP-led and LP-led secondary transaction advisory), and Direct Equity Placement (deal-by-deal capital raising for independent sponsors and emerging managers). Additionally, Fundraising Advisory provides modular services for GPs seeking selective support. The firm operates on a bespoke, senior-led approach working with a select number of mandates to deliver tailored outcomes for GP and LP clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Primary Fund Placement Senior-led capital advisory service for fund managers seeking to raise capital for primary fund offerings. Includes creation of marketing materials, pre-marketing campaigns, and full distribution services from origination through closing. Targeted at private equity, venture capital, and alternative asset managers.
• Secondary Advisory Capital advisory services for both GPs and LPs seeking to recapitalize assets, realign economic incentives, create liquidity solutions, or monetize private equity portfolio interests. Supports GP-led and LP-led secondary transactions.
• Direct Equity Placement Capital raising services for independent sponsors, emerging managers, and established funds pursuing direct equity transactions on a deal-by-deal basis.

Quantifiable outcome

• Over 145 transactions representing over $34 billion of capital advised since 2012

Named customers12 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Atlantic-Pacific Capital: Atlantic-Pacific Capital is a private funds advisory firm offering primary fund placement and secondary advisory to PE/VC managers — directly comparable to M2O, and notably a former employer of two M2O team members (Michael Venit and Justin Puya).
• Eaton Partners: Eaton Partners is a dedicated fund placement and secondary advisory firm serving the same GP and LP clients as M2O across primary fund placement, secondary advisory, and direct equity placements — a near-identical service model and target market.
• Park Hill (Blackstone): Park Hill is the private fund advisory group within Blackstone and is one of the largest dedicated fund placement franchises globally, offering primary fund placement and secondary advisory to alternative asset managers — directly comparable to M2O's core services.
• Lincoln International Private Funds Advisory: Lincoln International operates a Private Funds Advisory Group providing primary fund placement and secondary advisory services to mid-market PE and VC managers — a focused competitor to M2O, and a former employer of an M2O Principal (Alex Forestier).

Broad incumbents

• Evercore Private Funds Group: Evercore's Private Funds Group provides primary fund placement and secondary advisory to alternative asset managers as part of its broader independent advisory franchise — overlapping directly with M2O's services within a larger investment banking platform.
• Houlihan Lokey Capital Markets: Houlihan Lokey operates a fund placement and secondary advisory practice within its broader financial advisory platform, competing with M2O for primary fund placement mandates across the middle market.
• Lazard Private Fund Advisory Group: Lazard operates a dedicated private fund advisory practice as part of its broader investment banking franchise, offering primary placement and secondary advisory to PE and alternative asset managers — overlapping with M2O's core services but within a much larger bulge bracket platform.
• Jefferies Private Capital Advisory: Jefferies operates a private capital advisory practice providing primary fund placement and secondary advisory services to alternative asset managers — a bulge bracket competitor to M2O's core placement business.
• UBS Private Funds Group: UBS's Private Funds Group provides primary fund placement and secondary advisory to alternative asset managers within its broader investment bank — a direct competitor to M2O and a former employer of an M2O team member (Alex Forestier).

Emerging players

• Sandling Advisors: Sandling Advisors is a focused private fund placement firm serving mid-market alternative asset managers with primary fund placement services — a smaller, niche competitor in the same placement agent category as M2O.

Market position

Competitive moat5 records

Customer concentration

• LinkedInlinkedin.com/company/m2o-private-fund-address

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about M2O Private Fund Advisors