Who We Are
SummerWind Capital is a buy‑side execution desk operating under FINRA oversight.
We serve Family Offices, UHNW principals, and institutional allocators who require proprietary access, regulatory certainty, and investor‑controlled outcomes.
→ No funds.
→ No issuer-side placement.
→ No discretionary control.
We act as the execution arm for investors with discretionary mandates.
Commercial Real Estate
Venture Capital
Buy-Side M&A
Private Credit
Secondaries (LP & GP‑led)
Execution Capabilities
Off-Market Sourcing
Source mandate-driven or passive deal flow—discreetly screened and triaged to investor criteria; no auctions, no bid stacks, no broadcasted product.
Investor-Aligned Structuring
Negotiate term sheets, resets, or co-invest rights—structured solely around investor priorities, not sponsor terms.
Institutional Diligence
Rebuild financials, run QofE, legal and ESG checks, and stress-test downside scenarios before IC presentation.
Execution & Escrow
Manage KYC, subscription docs, and escrow funding under SEC Rule 15c2-4; audit every wire transfer.
Sponsor Negotiation
Negotiate promotes, co-invest rights, and removal clauses—benchmarking ILPA precedents to secure investor-favourable governance.
Perspectives
We publish only when it adds signal.
Execution notes drawn from live mandates—allocator behaviour, sponsor governance, structural innovation.
No distribution gloss. Written for allocators.
