Business Details
15 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Founded in 2011, OppCAP Group specializes in advising alternative asset managers focused on opportunistic credit and credit-related strategies. Our team of seasoned professionals brings decades of collective experience from leading global investment banks and asset management firms. We prioritize long-term partnerships with general partners, emphasizing strategic relationship-building and ethical business practices.Our expertise lies in helping clients access institutional investor communities and global capital markets through tailored positioning and articulation of their unique strategies. With an average of 30+ years of experience per team member, we combine deep industry knowledge with a selective approach to client engagements, ensuring focused execution and value-added advisory services.
Services
Credit Strategy Advisory
Institutional Investor Access
Capital Markets Guidance
Fund Positioning
Investor Relations Strategy
Details
- Year established: 2011
Highlights and features
- We have over 30 years of average experience per team member in credit markets
- Our team includes former Managing Directors from Morgan Stanley and Credit Suisse
- We focus on long-term relationships with select clients for dedicated service
- We maintain FINRA and SIPC registered representatives through Gallatin Capital
- Our partners have successfully advised on capital access for over a decade
Associations and certifications
- FINRA
- SIPC
Services
Credit Strategy Advisory
We provide specialized advisory services for alternative asset managers focused on opportunistic credit strategies. Our team helps position credit-focused funds to institutional investors through strategic market analysis and tailored presentation materials. With deep expertise in credit markets, we assist clients in articulating their unique value propositions to access capital more effectively.
Institutional Investor Access
Our firm specializes in connecting asset managers with institutional investors including pension funds, endowments, and family offices. We leverage our extensive network and industry relationships to facilitate introductions and ongoing engagement with key investor groups. This service focuses on building long-term relationships between fund managers and institutional capital providers.
Capital Markets Guidance
We offer strategic guidance on navigating global capital markets for credit-focused fund managers. Our services include market trend analysis, positioning strategies, and capital raising tactics tailored to current market conditions. This expertise helps clients optimize their approach to capital acquisition and investor communication.
Fund Positioning
Our team develops customized positioning strategies that highlight each fund's unique strengths and differentiators. We create compelling narratives that articulate investment strategies, team expertise, and track records to potential investors. This service focuses on creating clear, market-ready presentations of fund value propositions.
Investor Relations Strategy
We develop comprehensive investor relations strategies for asset managers seeking to maintain and grow institutional investor relationships. Our approach combines ongoing communication planning, investor engagement tactics, and market intelligence to support sustained capital relationships. This service emphasizes strategic, long-term relationship management with institutional investors.
People
Francis J. Hager
Managing Partner
Co-founder with 30+ years in credit markets, previously Partner at Stone Tower Capital and Morgan Stanley Managing Director. Expertise in CDO investments and structured credit. Holds degrees from Wharton and Oxford.
Christopher A. Perrella
Managing Partner
Co-founder with extensive alternative investment experience, formerly Partner at CAP Services and Credit Suisse executive. Specializes in institutional distribution and capital raising for global investment firms.
Matthew P. Misbin
Partner
Former Apollo Global Management and Stone Tower Capital professional with expertise in corporate credit strategies and fundraising. Holds a B.S. in Commerce from University of Virginia.
Dwight F. Holloway
Partner
Former PIMCO executive with 20 years in fixed income and institutional relationships. Chartered Financial Analyst with experience in investment portfolios and consultant relations across global markets.
John G. Layng
Partner
Former Five Mile Capital Partner with extensive institutional sales experience from Morgan Stanley and Credit Suisse. Focus on capital markets and distribution strategies for sophisticated financial products.
Questions
What specific credit strategies does OppCAP Group specialize in?
We focus exclusively on opportunistic credit and credit-related strategies, helping asset managers position these specialized funds to institutional investors.
How does OppCAP Group differentiate itself from other financial advisors?
Our team's deep credit market expertise, long-term relationship focus, and selective client approach create differentiated advisory services tailored to credit-focused fund managers.
What types of institutional investors does OppCAP Group connect with?
We work with US public pension funds, corporate pension funds, OCIO platforms, consultants, endowments, foundations, insurance companies, family offices, and wealth management platforms.
How long has OppCAP Group been in business?
OppCAP Group was founded in 2011 and has been providing specialized financial advisory services to credit-focused asset managers since then.
What is OppCAP Group's approach to client relationships?
We maintain long-term partnerships with a limited number of clients to ensure focused execution and continuous strategic support for their capital access needs.
How does OppCAP Group add value to its clients?
We add value through strategic positioning of fund teams, market insights, and tailored investor engagement strategies that enhance capital raising effectiveness.
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