About

Principal‑driven advisory for institutional deal execution and ongoing governance across the investment lifecycle. Mandates span capital decisions and transactions for private investors, family offices, and investment funds deploying capital; founders and executives executing major initiatives; and investment platforms requiring capital formation, disciplined underwriting, and structuring.

Since 2020, Eric has advised on over $5bn of value across more than 50 deals and remains engaged with select companies in board‑level strategic finance and CFO roles.

Eric applies an institutional standard across mandates, combining transaction execution from investment banking, underwriting discipline from institutional investing, and operator‑side judgment to strategic initiatives—emphasizing structure, downside control, and durable value creation. He also has access to a network of industry executives and experts across a range of sectors.

Background

Eric has over 15 years of experience across investment banking, institutional investing, and founder/operator environments. Prior to founding Eric Till Advisors, his institutional background included managing and underwriting investments within multi‑billion‑dollar mandates at Apollo Global Management, alongside advisory execution across M&A and capital markets. He earned degrees in Economics, Political Science, and Public Policy from U.C.L.A. where he was a Dean’s list recipient and competed on the Ski & Snowboard Team as well as the Surf Team.

Eric’s expertise spans equity, debt, hybrid, and structured solutions across operating companies, real estate and industrial operating assets, as well as investment and specialty finance platforms utilizing special purpose vehicles and structured funding. He has also worked directly with Artificial Intelligence companies and continues to develop AI strategies in financial services.

Case Studies

Investors & Family Offices

  • Family Office Corporate Development — $3bn: strategy, valuation and capitalization structure support across a multi‑asset portfolio of real assets and operating companies.

  • Direct Investing — lower middle market: off‑market sourcing, underwriting, negotiation, and execution across operating companies, real estate, and industrial operating assets.

  • Restructuring Negotiations — $300mm CRE office tower: investor-side LP restructuring and negotiation support.

  • Real Estate Capitalization — residential, commercial, and mixed-use: sponsor/developer financing mandates across multiple property types.

Financial Institutions & Investment Platforms

  • Inaugural Fund Platform Capital Formation — $60mm: non‑bank specialty finance platform — vehicle formation and economics, vendor selection, underwriting framework, materials, and execution support through fundraising.

  • Inaugural Securitization — $300mm: structuring and modeling through rating‑agency process and vendor selection for a novel collateral type.

  • Private Credit / Specialty Finance Capitalization — <$100mm to $500m+: complex equity and debt financing for esoteric financial products and other specialty collateral, including bespoke structures and warehouse/securitization pathways.

  • New Investment Platform — Initial LP Commitments: fund thesis, end-to-end underwriting process, valuations, LOIs, negotiations, structuring, and investor communications.

Executives & Boards

  • Capitalization / Corporate Strategy — $1bn OpCo‑PropCo industrial / infrastructure‑linked real assets—capital strategy and execution support for project‑scale financing.

  • M&A — $10–$100mm middle‑market business sales: investor targeting, positioning, materials, and process strategy through LOI and negotiation.

  • M&A, Corporate Development, Operating Asset Strategy, Capitalization: M&A transaction and financing advisory in asset‑heavy operating model including pricing optimization & go to market strategy. Ongoing strategic finance & CFO support.

  • Public Markets (event‑driven) — Take‑Private bid: structure, capitalization, and executive negotiations.

Founders, Startups, & Growth Companies

  • Series A / Larger Rounds — $20mm Series A B2B SaaS: capital strategy, materials, terms/structure, and negotiations; continuing strategic finance involvement and board advisor.

  • Series A / Larger Rounds — $10mm Series A B2C/B2B/B2B2C SaaS: full‑process leadership across strategy, materials, investor process, diligence workstreams, and term/structure negotiations.

  • Pre-Seed/Seed Rounds — <$1mm to $5mm+: end‑to‑end raise execution — valuation and model, deck and diligence materials, investor targeting/outreach, terms/structure and close, and ongoing investor communications — across consumer & brands, software & data (incl. AI), business services & platforms, industrials/infrastructure, healthcare, financial services/insurance, media & experiences.

Principal / Operator

  • Principal Operator: sole investor, co‑founder, and strategic chairman of consumer business.

Contact