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Principal Investing & Strategic Advisory

Clarity in complexity.
Conviction in every
engagement.

A principal investing and strategic advisory firm built for long-term value creation.

We partner with boards, founders, investors, and management teams on their most important strategic decisions, combining principal investing with M&A and capital solutions.

We are
advisors.investors.operators.partners.Klaris.
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About Klaris

An investment and advisory platform built on permanence.

Klaris Capital is backed by a prominent family office. Free from fund-driven timelines or exit pressure, we invest and advise with patience, precision, and alignment.

We have trusted relationships with strategic acquirers and diverse pools of global capital, spanning family offices, sovereign wealth funds, endowments, pension funds, private equity, venture capital, and crossover investors. Klaris is engaged for judgment, creativity, and discreet execution. We know what will clear the market, and how to get it done.

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Capital raised for
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Global network
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Trusted strategic acquirer
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Integrated Approach

Three pillars. One platform.

Our advisory and investment capabilities work in concert — each informing and strengthening the other to deliver differentiated outcomes.

Principal Investing Permanent Capital Capital Solutions Advisory Global Access M&A Advisory Strategic Outcomes Klaris Capital
What We Do

Institutional execution
with aligned capital.

01
Principal Investing
02
Capital Solutions Advisory
03
Mergers & Acquisitions Advisory
Our principal investing reflects a permanent capital mindset: investing patiently and selectively alongside our advisory relationships. We pursue minority and structured investments across sectors where we have conviction, without fund-driven timelines or exit pressure.
As a fourth-generation family office, we bring a generational perspective to capital allocation — providing patient capital and strategic guidance to management teams building enduring businesses.
Co-investments Direct Investments Secondaries Structured Liquidity
For companies and founders: We advise companies and founders on private capital raising from Series A to pre-IPO, designing and executing tailored financing solutions aligned with long-term strategic objectives. Our platform provides direct access to a global network of family offices, endowments, sovereign wealth funds, pension funds, private equity, private credit, venture capital, and crossover investors.
Venture & Growth Equity Syndication Follow-On Equity Founder Liquidity Private Credit
For investors: We deliver private market capital solutions: secondary liquidity, disciplined underwriting, and curated access to venture and primary opportunities.
Secondaries Liquidity Structuring Venture Deal Flow Primary Capital
We approach M&A as a strategic process, not a transactional exercise, grounded in thoughtful positioning and bespoke outreach to the right decision makers. Informed by our investing and capital solutions activity, we bring differentiated market insight and access across strategic acquirers. We advise on sell-side, buy-side, and strategic combinations, including complex cross-border situations, founder-led outcomes, and sponsor exits.
Buy-side & Sell-side Cross-border M&A Carve-outs Sponsor Exits Board Advisory
Sector Expertise

Deep conviction across
technology & core industries.

Agriculture & Food
Cloud & Infrastructure
Consumer & Retail
Cybersecurity
Data, AI & Automation
Deep Tech
Defense Technology
Energy, Power & Climate
Enterprise Software
Financial Technology
Government & Public Sector
Healthcare & Life Sciences
Industrials & Manufacturing
Internet & Marketplaces
IT & Business Services
Media & Digital Gaming
Real Estate & Built World
Semiconductors & Networking
Space Technology
Sports & Entertainment
Telecommunications
Transportation & Logistics
Contact

Let's build something
enduring together.

Whether you're raising capital, exploring strategic options, or seeking a long-term investment partner — we'd welcome the conversation.

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Global Presence

New York·Boston·Palm Beach
London·Istanbul·Dubai
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