consultancy services
Mr. Lorgen works directly with a limited number of clients at any given time, typically supporting senior leadership teams, boards, sponsors, and founders navigating complex capital, governance, and strategic decisions. Engagements are selective and structured around specific institutional mandates.
Assignments frequently arise where organizations are building institutional fund platforms, repositioning ownership structures, raising or reallocating capital, or navigating strategic transitions. Work spans both institutional investment organizations and privately held operating companies across North America and Europe.
Depending on the scope of an engagement, Mr. Lorgen collaborates with a small group of highly experienced subject-matter specialists drawn from his professional network, ensuring clients have access to appropriate expertise while maintaining direct senior-level involvement.
institutional fund structuring & capital strategy
Strategic consulting to investment managers and sponsors on the design, structuring, and institutional positioning of investment fund platforms across equity, credit, absolute return, and multi-asset strategies.
Work includes supporting U.S.-based managers establishing UCITS and AIF platforms for European institutional distribution, and supporting European managers accessing U.S. institutional investors through ’40 Act structures and private market platforms.
Engagements address fund platform architecture, regulatory positioning, distribution strategy, investor relations frameworks, and governance structures required for durable institutional fund businesses.
private capital & company situations
Strategic consulting on capital formation, ownership structure, and financing strategy for privately held companies.
Engagements span venture and growth-stage businesses, pre-revenue technology and infrastructure platforms, and operating companies navigating capital events such as growth financing, ownership transitions, restructuring, and strategic partnerships, often in preparation for institutional capital or generational ownership change.
transition finance & sustainability accounting
Strategic consulting on transition finance frameworks, sustainability accounting, and the integration of material non-financial metrics into investment and corporate strategy.
Work includes supporting investment managers and corporate issuers implementing ISSB and SASB disclosure frameworks, integrating sustainability accounting into investment processes, and developing governance and reporting structures required for institutional-quality disclosure.
Assignments frequently focus on how organizations align capital strategy, governance frameworks, and reporting practices with evolving institutional expectations.
nonprofit & multilateral work
Consulting engagements with nonprofit organizations and international initiatives focused on labor mobility partnerships, workforce development, and innovative public-private financing structures supporting economic and climate transition.
facing a unique challenge?
One that requires thinking differently about how it gets solved? The best engagements start with an honest conversation about fit.