West Point Partners

What West Point Partners does

West Point Partners is a New York-based boutique real estate merchant bank founded in 2009 by Sri Sambamurthy and Robert Ashmun, former senior executives at Starwood Capital, Morgan Stanley, and Lehman Brothers. The firm operates two integrated lines of business: senior-level advisory services covering capital raising, M&A advisory, buy-side advisory, portfolio transaction execution, joint venture structuring, and fund placements; and principal investing on its own account, channeled primarily through its wholly-owned subsidiary West Point Partners Hospitality, which targets value-add hotel and resort assets of $20 million or more under the Marriott, Hilton, Hyatt, and IHG brand families.

The firm has completed more than $4 billion of advisory transactions since inception, with named mandates spanning public REITs and private operators including Northstar Realty Finance, Accesso Partners, VEREIT, Legacy Partners, and Cohen Asset Management. Securities activities are conducted through GT Securities, Inc., a separate FINRA/SIPC member broker-dealer that serves as the firm's regulatory distribution partner, with offices in New York and Los Angeles. West Point Partners does not operate a technology product, software platform, or AI-based offering; the firm's value proposition rests entirely on principal-level relationships, sector knowledge in real estate and hospitality, and the alignment created by co-investing alongside clients.

The firm employs four named professionals (two co-founders/managing principals, one principal, and one analyst) and generates revenue through a combination of advisory fees on a mandate basis and returns from proprietary real estate and hospitality investments. Customer acquisition is relationship-driven, with no public marketing campaigns or inbound channels, and the firm has no disclosed funding history, no parent company, and no public financial reporting.

Name

West Point Partners

Legal name

West Point Partners, LLC

Website

https://westpointpartners.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

West Point Partners is a New York-based boutique real estate merchant bank founded in 2009, providing senior-level advisory services in capital raising, M&A, and joint venture structuring, alongside principal investing in value-add hospitality and real estate assets for institutional clients.

Ownership category

akta.pro rank

Product category

Real Estate Merchant Banking Advisory

NAICS

Portfolio Management and Investment Advice (523940), Offices of Real Estate Agents and Brokers (5312), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Real Estate Agents & Managers (For Others) (6531), Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Hospitality (Hotels & Resorts) Asset Management (BPAJAMAE), Hospitality Brokerage (BPAJABAE)

Keywords

• Real estate advisory
• Merchant banking
• Capital markets advisory
• M&A advisory
• Hospitality investing

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory Fees: The firm generates revenue through senior-level advisory services including capital raising, M&A advisory, strategic buy-side advisory, portfolio transaction execution, joint venture structuring, and fund placements. Services are provided on a mandate basis to corporate clients.
2. Principal Investing: West Point Partners invests on its own account, seeking value-add hospitality and real estate opportunities. Returns are generated through active asset management, value creation, and eventual exit of investments.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

West Point Partners is a boutique real estate merchant bank that provides senior-level advisory services to institutional clients, including capital raising, M&A advisory, strategic buy-side advisory, portfolio transaction execution, joint venture structuring, and fund placements. The firm also invests its own capital in value-add hospitality and real estate opportunities through its West Point Partners Hospitality sub-brand, targeting single assets, portfolios, and platforms of $20 million or more.

Product overview

West Point Partners operates as a boutique real estate merchant bank offering two primary service lines: (1) Advisory services including capital raising, M&A advisory, strategic buy-side advisory, portfolio transaction execution, joint venture structuring, and fund placements; and (2) proprietary investing through its West Point Partners Hospitality sub-brand focused on value-add hospitality opportunities in select and full-service hotels and resorts. The firm has completed over $4 billion in advisory transactions and targets deals of $20 million or more.

Differentiator

Problem solved

Functional benefit

Products and services

• Real Estate Investment Banking Advisory Services
• West Point Partners Hospitality

Quantifiable outcome

• Over $100 billion of transactions completed by principals across careers
• +2 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered historical and core.

• Starwood Capital GrouphistoricalOthersPrior experience includes multiple transactions at Starwood Capital including acquisition of Societe De Louvre, land development in Mumbai, and acquisition of Westin Hotels. Principals previously held senior roles at Starwood Capital.
• Morgan StanleyhistoricalOthersPrincipals previously held executive director positions at Morgan Stanley in real estate and hospitality group. Experience in both investing and advisory services.
• Lehman BrothershistoricalOthersRobert Ashmun was Managing Director and Senior Executive in Lehman Brothers Global Real Estate Group, founder and Head of Real Estate Equity Co-Investment Business.
• MarriottcoreOthersBrand relationship for West Point Partners Hospitality investments. Targets top branded hotels including Marriott properties in investment criteria.
• HiltoncoreOthersBrand relationship for West Point Partners Hospitality investments. Hilton branded hotels are part of investment criteria for value-add hospitality opportunities.
• HyattcoreOthersBrand relationship for West Point Partners Hospitality investments. Hyatt branded hotels are included in top branded hotel investment targets.
• InterContinental Hotels Group (IHG)coreOthersBrand relationship for West Point Partners Hospitality investments. IHG branded properties are part of investment criteria targeting top branded hotels.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Cushman & Wakefield: Global commercial real estate services firm with significant capital markets advisory capability across investment sales, debt and equity placement, and M&A. Comparable in serving institutional real estate operators with capital markets advice, but operates at far greater scale and breadth than West Point Partners.
• JLL Capital Markets: Capital markets arm of JLL, which acquired HFF, providing investment sales, debt origination, and equity placement across all major real estate asset classes including hospitality. Directly overlapping with West Point Partners' advisory mandate set at materially larger scale.
• CBRE Capital Markets: Largest global commercial real estate services platform with a capital markets group handling investment sales, debt and structured finance, and equity placement for institutional clients across hospitality and other asset classes. Comparable client base and product set to West Point Partners at significantly larger scale.
• Newmark Group: Major commercial real estate services platform with an integrated capital markets group handling investment sales, debt origination, and equity placement. Comparable in target client (institutional operators) and product set, though much broader in scale and service offering than West Point Partners.

Direct peers

• Walker & Dunlop: Specialized commercial real estate finance company providing debt origination, equity placement, and investment sales, with a strong multifamily focus. Comparable to West Point Partners' capital markets advisory focus on institutional real estate operators and recurring capital-raising mandates.
• Aria Capital Partners: Boutique real estate investment banking firm providing capital raising, M&A advisory, and recapitalization services to middle-market and institutional real estate sponsors. Closely comparable in boutique scale, senior-led model, and middle-market institutional client focus to West Point Partners.
• Berkadia: Real estate capital markets intermediary offering investment sales, debt origination, and equity placement services across multifamily, hospitality, and commercial real estate. Highly comparable to West Point Partners' focus on capital raising, recapitalizations, and JV structuring for institutional real estate owners.
• Eastdil Secured: Premier boutique real estate investment bank providing capital markets advisory, debt and equity placement, and investment sales for institutional real estate clients. Directly comparable to West Point Partners in senior-led, relationship-driven real estate M&A and capital raising for institutional operators.
• Eastdil Secured (Hospitality & Lodging team): Hospitality-focused real estate investment banking team within Eastdil Secured that advises on hotel M&A, portfolio transactions, and capital raises for major lodging owners and brands. Directly comparable to West Point Partners Hospitality in target clients and value-add hotel transaction focus.
• Greystone: Specialized commercial real estate finance and advisory firm offering debt origination, equity placement, and investment banking services across multifamily, seniors housing, and hospitality. Comparable to West Point Partners in advisory focus on real estate capital solutions for institutional operators.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/west-point-partners
• Facebookfacebook.com/WestPointPartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

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 West Point Partners