The Alliance Advantage
Attracting new investors requires creativity and diversification of thought. We help our clients unlock opportunities and attract new sources of capital across all market cycles.
Institutional capital raising is highly complex due to a unique and diverse stakeholder network. We understand the ever-evolving institutional landscape and have real-time intel on how the capital is interacting.
Senior leaders often fail to carve out time for long-term strategic planning. Alliance provides a streamlined approach to assessing organizational structures, evaluating long-term business plans and unlocking opportunities for future growth.
Talent is expensive and turnover can slow down your momentum. We amplify in-house expertise and serve as an extension of staff, creating momentum when resources are constrained.
There are over 2,000 managers competing for capital in today’s marketplace. We define our client’s differentiators and reposition firms to stand out from the competition.
“I can't say enough about Jen, Heather, Leah and the entire Alliance Global team. We continue to refer investment managers to Alliance because their team consistently delivers exceptional insight, integrity and partnership. They understand the institutional real estate market at a depth few can match and their collaborative approach makes them an invaluable resource for managers and investors alike.”
— Jack Koch | Managing Partner, Park Madison Partners
“Alliance Global Advisors has emerged as a unique provider of valuable and essential services to the real estate industry. The professional team, depth of experience and wealth of past and current knowledge, along with future trends and best practices is unparalleled in our industry, especially from one source. Through my involvement on multiple investor and advisory boards, I consistently hear from Alliance’s clients about the tangible value the team delivers and the significant time and cost savings they would have incurred attempting this work internally. Alliance is truly one of their best performing partners.”
— Paul Dolinoy | Member of New York State Teachers’ Real Estate Advisory Committee
“Referring investment managers to Alliance helps them communicate more effectively with me, enabling me to use my time more efficiently. Even if managers do not reach out to Alliance, it allows me to message that they are not ready to have a productive conversation with institutional capital.”
— Shawn Veldhouse | Deputy Director of Real Estate Investments, New York State Common Retirement Fund
“Heather, Jennifer and the entire Alliance Global Advisors family have taken the industry in a much-needed direction. Alliance brings unique perspectives and guidance to its clients on many levels, with a completely holistic mission in mind: how to take clients to their next level of success. If there is one idea that can sum them up, Alliance Global Advisors will bring you to your “why” and how to get there. The industry is better off because of them.”
— Jonathan Schein | CEO & Founder, RELPI
“Alliance is consistently providing thought leadership in the industry. They have a deep team of industry veterans who always show up ready to engage and are very professional. They are fair, impartial and not afraid to offer candid feedback.”
— Jennifer Wenzel | Director, Investment Management Division, Teacher Retirement System of Texas
"The Alliance team has a unique blend of both deep industry knowledge and relationships and customer context. They serve as a river guide to help GPs navigate the changing market and ensure they are positioned for the future."
— Brandon Sedloff | Chief Real Estate Officer, Juniper Square
Leverage the Alliance Expertise
Alliance Global Advisors is a women-owned consulting firm focused on developing strategic growth solutions for real asset investment managers. Alliance partners with organizations to provide an informed, independent perspective, continued education and innovative guidance on structuring investment products to attract evolving sources of capital in a competitive environment.
Our team’s extensive experience working as prior consultants, capital markets professionals, investors and investment managers uniquely positions us to advise investment managers on elevating best practices to meet the needs of the LP community.
Testimonials
“I have known the founders of Alliance for over 15 years and have always thought highly of them as professionals in our industry. I was an early client at launch, am a client today, and have witnessed the firm’s impressive growth and ever-expanding expertise. In my opinion, they have a unique consulting model with the depth and knowledge needed to consistently provide clear, direct advice on key aspects of a growing real estate asset management business. I also leverage their deep industry connections and professional histories to help my team get up to speed quickly on a myriad of topics and, more importantly, to properly position our firm in the market.”
— Michael Chen | Senior Managing Director, Head of Capital Raising, GEM Realty Capital
“Jen, Heather, Masha and the team were wonderful to work with, they understand both the GP and LP perspective and helped to provide insight into how our clients viewed our organization. This has provided valuable information that will allow us to emphasize strengths our clients feel we possess and to work on areas that need additional focus.”
— David Olney | CEO, Berkshire Residential Investments
“I’ve worked with the co-founding partners of Alliance beginning with our first institutional fund. Over nearly 15 years, we’ve established a deep partnership and friendship, discussing some of our most important business decisions before execution and ensuring we continue to implement best practices that provide value to our LPs.”
— Mit Shah | CEO, NOBLE INVESTMENT GROUP
“For Elion Partners, Alliance offers a comprehensive, third-party perspective and is committed to understanding investor and consultant expectations. Our relationship with the founders is an investment in our future success. Their combined knowledge and experience benefit our professional development and, ultimately, our LPs as we set out to exceed investor expectations in the future. The conversations we have with Heather and Jen are uplifting and reflect the true spirit of partnership.”
— Shlomo Khoudari | Managing Partner – Elion Partners
"Heather and Jen bring an incredible amount of experience and knowledge about what it takes to accelerate the scaling of an investment management platform — from developing and refining investment and marketing strategies to streamlining operations and enhancing accounting, fund management, fund administration and investor reporting processes and systems. They know how to fill strategic gaps across leadership, business development, client service and marketing teams and dramatically improve relationships with both investors and consultants. In other words, whether you’re an emerging manager looking to shorten your time to scale, or a well-established firm seeking guidance on how to reach the next level, Heather, Jen and the team at Alliance Global Advisors can help you get there faster and more cost-effectively."
— Geoff Dohrmann | Chairman, CEO & Editor-in-Chief, Institutional Real Estate, Inc.
“The team at Alliance Global Advisors provided us with timely and valuable advice on a variety of issues. They benchmarked our existing offerings and practices with the market and gave us in-depth recommendations for improvements. In addition, they offered insight into new sectors of the market.”
— John Flynn | Senior Managing Director, Kennedy Wilson
“Alliance does a great job tailoring their business to client needs. Our ad-hoc request was executed with a clear opinion which is just what we needed. The Alliance team was able to pivot quickly with new information, address our questions and additional requests, and deliver a concise memo. We are very pleased with the outcome and would definitely recommend Alliance.”
— Cindy Chen | Portfolio Manager, Nuveen Real Estate
“It was an extremely positive relationship, from both a professional and personal perspective. Heather's strategic and tactical advice was highly valued by the Mosser Senior Management Team.”
— Peter Finley | Managing Director – Investor Relations, Mosser Capital
“The Alliance Team was extremely helpful in our efforts to become a best-in-class investment manager. The team's diverse backgrounds, industry relationships, and years of private markets experience were incredibly valuable as we navigated setting up our first open-end fund.”
— Rob Gillis | SVP, Portfolio Manager, Realty Income Corporation
“I appreciate Alliance always acting as our fiduciary. They’ve introduced new concepts to our business that we hadn’t yet explored.”
— Jim Farris | CEO, MOSSER CAPITAL
“The quality of your team’s collective work is exceptional and helped turbocharge the direction of our firm. It’s so nice to see the passion you are putting into your work - you can’t buy passion!”
— G. Andrews Smith | CEO, L&B Realty Advisors, LLP
“Alliance has a caring and engaged team. We enjoyed working with everyone on the long-term deliverables and especially appreciate the quick support on items that came up. Having Alliance in our corner was valuable over the last year.”
— Alexis Lewis | Vice President of Investments, Brasa Capital Management
Come To Compete
The Alliance team identifies and unlocks opportunities within each platform to improve strategy, operations and ultimately accelerate business development. Alliance has advised investment management organizations with over $1.5 trillion in aggregate assets under management.
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Alliance Search Partners
In 2024, Alliance Global Advisors launched Alliance Search Partners in response to growing industry demand. Leading this initiative is Stacy Schiffman, an executive search professional with a distinguished career in alternative investments and talent acquisition. Backed by the expertise of Alliance Global Advisors’ leadership team, Alliance Search Partners introduces an innovative model that combines deep industry knowledge with specialized executive search capabilities.