Service Providers
Empowering private capital solutions
Bella supports consulting groups, banks, investment advisors, and other critical intermediaries who allow the private capital ecosystem to thrive.
Challenges Facing Service Providers
Service providers must stay abreast of shifting dynamics in increasingly complex private markets, providing clients with detailed insights on new products, strategies, and methodologies—both to maintain existing relationships and to forge new ones.
- Quantifying the risk, return, and liquidity characteristics of new investment vehicles and strategies
- Articulating the potential benefits and tradeoffs of making new allocations within existing portfolios
- Providing advanced liquidity and performance forecasting solutions to increasingly sophisticated clients
- Conducting novel empirical research to shed light on new challenges and opportunities
- Publishing compelling thought leadership to build competitive differentiation and win new mandates
How We Support Service Providers
Bella helps a range of intermediaries navigate the myriad complexities of private capital markets, supporting initiatives ranging from brand-building to the development of proprietary modeling solutions. We augment service providers’ existing capabilities, allowing teams to focus on deepening client relationships while leveraging Bella’s expertise.
Custom thought leadership
Conduct academic-caliber quantitative and qualitative research to establish or augment thought leadership capabilities.
Strategic advisory
Offer tailored advice to inform decision-making in response to market developments, changing investor preferences, and other secular shifts.
Analytical tools and dashboards
Develop custom interfaces that transform data into intuitive visualizations that facilitate informed decision-making.
Educational workshops
Lead conferences for clients, sharing academic and practitioner perspectives on a wide range of contemporary topics.
Litigation consulting
Provide expert witness and custom research services for complex private capital litigation or arbitration.
Past Work
See our Expertise in Action
Answers to Frequently Asked Questions
Common Questions about Consulting for Service Providers
Bella advises and consults with a wide range of service providers including multi-asset managers, investment banks, placement agents, private wealth managers, among other financial market intermediaries. We strive to provide value-additive services to organizations with any interest in private markets.
Service providers play a unique role in private markets. They can operate as fund managers that make direct investments in companies, limited partners that allocate capital to managers, and hybrid intermediaries that provide niche services. As such, they often require unique, but also a wide range, of advisory services to ensure they are operating efficiently.
Yes. The “retailization” of private markets has exploded in recent years, and it appears this trend is not slowing down soon. Service providers of all types—asset managers, banks, private wealth managers, to name a few—often work with the retail segment. They must evolve in lock-step with the growing interest of this market segment, developing novel ways to grant retail investors access to private assets.
Yes. Increased interest in private markets, driven by increasing participation of non-traditional investors, means service providers must be ready to help an ever-evolving set of clients. Relying on outdated methods such as cumbersome Excel models will not be a sustainable approach moving forward. Service providers must begin to introduce private market solutions into their tech stack, allowing them to more efficiently model next generation financial instruments or optimally design a dynamic private capital allocation program.
There have been many. Recently, there has been an emergence of structured financial instruments that are funded by the underlying cash flows generated by private capital funds. Additionally, service providers have tapped into the individual, private wealth segment by offering “retail-oriented” open-ended funds. Financial markets are defined by persistent innovation, and the increased participation in private capital by non-traditional investors suggests that the private markets will be at the center of this innovation for the foreseeable future.
Who We Help
Expertise Translated into Real Results
Industry Groups
Helping Build Private Market Understanding Through Custom Thought Leadership
How We Help
Customized Private Market Solutions
Ready to get started?
At Bella Private Markets, we are dedicated to providing world-class insights and analyses to help you navigate the complexities of the private market landscape. Our expert team is here to assist you through our consulting services, impactful research, and tailored training programs to help empower institutional decision-making.