Overview

Since our founding, Hedge Theta, LLC has advised on combined transactions in the United States valued at more than $225 million. We are a consulting firm that provides institutional quality consulting and analysis services for the venture capital, real estate and private equity industries. Our team of senior professionals deliver a wide array of advisory services including but not limited to real estate, consulting, acquisitions, dispositions, hedging, and financial modeling. Our leadership has over $12 billion in transactional experience on the buy and sell side on behalf of a global private equity and institutional investor clients in all regions of the world. - Deal generation: We work alongside investors to develop the right investment thesis and enhance deal flow by profiling industries, screening targets and devising a plan to approach targets. - Due diligence: We help investors make better deal decisions by performing due diligence, assessing revenue growth and cost-reduction opportunities to determine a target’s full potential, and providing a clear post-acquisition agenda. - Value Creation Plan: Immediately after an acquisition we support the pursuit of rapid returns by developing strategic blueprints for acquired companies, leading workshops that align management with strategic priorities and directing focused initiatives. During the ownership phase, we help increase the value of portfolio assets by supporting revenue enhancement and cost-reduction initiatives and refreshing their value-creation plans. - Exit planning: We help ensure that investors maximize returns by preparing for exit, identifying the optimal exit strategy, preparing the selling documents and prequalifying buyers. - Firm and sector strategies: Working jointly with private equity firms, we help them develop a tailored strategy for continued excellence, and sharpen their focus on specific industry sectors.