Who We Serve

CDM Strategic Ventures works with a limited number of sophisticated capital providers and existing holders in large, off-market private capital transactions. Engagements are generally focused on complex, large-scale capital situations where discretion and execution judgment matter. Engagements typically involve transaction sizes of $50mm+.

Large Family Offices & Principal Investors

CDM works with large family offices and principal investors capable of deploying significant capital in concentrated transactions. These investors typically seek direct exposure, negotiated outcomes, and alignment over speed or volume.

Institutional Investors & Strategic Allocators

CDM advises institutional investors, including pensions, sovereign-linked entities, and insurance platforms, in situations requiring access to non-marketable or capacity-constrained opportunities. Engagements often involve negotiated primaries, structured secondaries, or bespoke liquidity solutions.

Existing Shareholders & Long-Term Holders

CDM works with existing shareholders seeking discreet liquidity or ownership restructuring in private companies where broad processes are impractical. Situations often involve governance sensitivity, concentration risk, or timing constraints.

General Partners & Asset Managers (Selective)

In select cases, CDM advises general partners and asset managers on large, non-standard transactions involving anchor capital, structured liquidity, or concentrated ownership positions. Engagements are limited and highly situation-specific.

What We Are Not a Fit For

CDM is not a fit for broadly marketed offerings, small-ticket transactions, or early-stage fundraising processes. Engagements are limited by design.