Selective Private Capital Advisory

CDM Strategic Ventures advises a limited number of family offices and institutional investors on complex private-market transactions where scale, access, timing, or structure require a highly controlled execution process.

Engagements typically involve large primary allocations, negotiated secondary liquidity, or concentrated ownership positions that are not suitable for broad distribution. CDM works on both the buy and sell side, acting as a discreet advisor not an intermediary.

How CDM Operates

  • Highly Selective Mandates
    CDM works with a limited number of counterparties at any given time, prioritizing depth of execution over volume.

  • Single-Buyer or Tightly Aligned Syndicate Focus
    Transactions are structured around one buyer or a very small group of aligned institutions, allowing for speed, confidentiality, and negotiated terms.

  • Off-Market by Design
    Situations typically involve access-constrained assets, sensitive liquidity needs, or timing considerations that make traditional processes impractical.

  • Institutional-Grade Execution
    CDM supports diligence coordination, transaction structuring, and stakeholder alignment through closing.

CDM does not represent broadly marketed opportunities, run auctions, or intermediate sub-scale transactions. Engagements are limited and highly selective.

Founder & Principal

Darren T. Mattis
CFA Charterholder | CAIA Charterholder

Learn more
Abstract professional pen image representing strategic advisory and private markets consulting