We Underwrite
Before You Ask.

Where Institutional Standards Meet Strategic Preparation.

Centurion Global Capital prepares project sponsors to meet the exacting criteria of family offices, multi-family offices, private equity, and private credit — before any outreach begins. We do not negotiate terms. We validate readiness. The difference is everything.

We Prepare Sponsors For
Who We Serve

Two Sides of One
Disciplined Process

CGC serves both project sponsors preparing for institutional capital engagement and capital market intermediaries operating under written engagement agreements with CGC. The same rigorous underwriting standard governs both relationships.

For Capital Market Intermediaries

You have a mandate.
We prepare sponsors to meet it.

CGC's advisory process prepares sponsor submissions against institutional standards before any engagement occurs. Capital market intermediaries operating under written agreements with CGC receive independently assessed, advisory-brief-supported submissions — not cold unsolicited deal flow. Every sponsor has been through the CGC underwriting process.

  • Sponsors independently reviewed and readiness-scored before any engagement
  • Written advisory brief and readiness score accompany every qualified submission
  • Financial models assessed to institutional diligence standards before presentation
  • Documentation quality evaluated against mandate-specific criteria
  • All intermediary engagement governed by written agreements with CGC
Contact Our Advisory Team
The CGC Difference

Not a Finder.
An Underwriter.

CGC occupies a precise and legally defined position in the capital markets advisory landscape. We are an independent advisory firm that applies institutional-grade underwriting standards to every engagement — on behalf of the sponsor and fully independent of any capital provider.

Mandate-First Review

Every project is evaluated against the specific criteria applied by institutional capital providers — not a generic standard. If a deal does not fit a known mandate, we say so before you spend time or capital on outreach.

Structurally Independent

CGC does not hold positions in sponsor transactions, receive placement fees, or maintain any financial relationship with capital providers outside of separately executed written advisory agreements. Our independence is structural — not claimed.

Fixed. Non-Contingent.

Every CGC fee is flat, pre-agreed, and never tied to whether a deal closes, capital is raised, or any outcome occurs. This is not a semantic distinction — it is the legal and operational foundation of our advisory model.

CPA-Credentialed Analysis

Financial due diligence and risk advisory is led by Edward Gleason, MBA, CPA — applying accounting-level analytical rigor to every engagement. Individual CPA credential, advisory basis only. CGC is not a licensed CPA firm.

M&A-Informed Perspective

CGC's methodology reflects decades of buy-side M&A, corporate finance, and private equity transaction experience across three continents. We evaluate deals the way sophisticated allocators do — not the way placement agents sell them.

Portal-Driven Audit Trail

The CGC Capital Readiness Portal manages every stage of sponsor intake, NCNDA execution, document review, readiness scoring, and advisor communication — creating a transparent, authenticated, auditable record of every engagement.

Our Process

Structured Engagement.
Disciplined Execution.

"We review your materials as if we were the capital provider — before the capital provider ever sees them. That is the only standard that protects both sides of the relationship."

Every CGC engagement begins with a structured underwriting review. We apply the same analytical framework used by institutional allocators to evaluate risk, documentation quality, capital structure coherence, and sponsor credibility. Only projects that meet institutional standards advance beyond Stage One. This discipline is not a filter — it is a service.

01
Free

Complimentary Initial Consultation

An exploratory call to review the project's high-level scope, assess potential institutional fit, and determine whether a structured advisory review is appropriate. Non-binding. No commitment required from either party. No fee.

No Charge 30–60 Minutes
02
$500

Document Review & Advisory Brief

Senior-level institutional underwriting review of sponsor-provided materials. CGC prepares an independent advisory brief covering: capital structure assessment, documentation quality evaluation, institutional fit analysis, risk identification, and a readiness score. An NCNDA is executed within the authenticated portal before any document exchange. Written feedback or advisory call delivered within 3–5 business days. Fee is flat, non-refundable, and covers advisory time only — not capital placement, fundraising, or any securities activity.

$500 — Flat · Non-Refundable 3–5 Business Days NCNDA Required
03
Retainer

Strategic Advisory Retainer

For projects that advance past Stage One, CGC provides ongoing advisory support to address readiness gaps identified in the initial brief — refining financial models, developing institutional documentation, and preparing sponsor materials to the standard required for capital engagement. Monthly retainer. Scope and fee documented in a separate written consulting agreement. Not contingent on any capital raise.

$5,000 – $25,000 / Month Written Agreement Required
04
Flat Fee

Consulting Completion Fee

A pre-agreed flat consulting fee applicable upon project close, compensating CGC for the totality of advisory services rendered throughout the engagement. This fee is not contingent on, indexed to, or computed as a percentage of capital raised or any transaction outcome. Fixed. Pre-agreed in writing. Non-negotiable at close. All amounts are compensation for advisory services rendered — not transaction-based compensation of any kind.

$50,000 – $250,000+ · Fixed Pre-Agreed · Not Contingent on Capital Raise
Capital Mandate Coverage

Prepared for the Full
Institutional Spectrum.

CGC's underwriting framework reflects the real evaluation criteria applied by each capital provider category. We prepare sponsors for the specific analytical questions, documentation standards, and structural requirements each mandate demands.

Family Office & MFO

Single & Multi-Family Offices

Relationship-driven, discretionary capital with long-term orientation. Highly sensitive to sponsor credibility, governance quality, and documentation discipline. CGC prepares sponsors for the informal but rigorous evaluation process of family office allocators.

Direct InvestmentCo-InvestmentReal AssetsPrivate Credit
Private Equity

Private Equity Firms

Buy-side analytical rigor. Return-driven. Sensitive to cap table structure, management alignment, exit clarity, and model defensibility. CGC applies PE-grade underwriting to every financial model and documentation package.

Growth EquityBuyoutRecapitalizationSpecial Situations
Private Credit

Private Credit & Direct Lending

Covenant-sensitive. Collateral-focused. Driven by DSCR, LTV, coverage ratios, and documentation quality. CGC prepares sponsors to demonstrate the financial discipline and asset support that private credit underwriters require.

Senior DebtMezzanineBridge FinanceDirect Lending
Underwriting Framework

What We Evaluate
Before You Submit.

  • 01
    Documentation Quality & CompletenessExecutive summary, financial projections, use-of-proceeds, and supporting materials reviewed for institutional credibility, internal consistency, and completeness against mandate requirements.
  • 02
    Capital Structure CoherenceDebt-to-equity balance, capital stack logic, coverage ratios, LTV positioning, and sponsor economics evaluated against institutional benchmarks for the relevant capital type.
  • 03
    Financial Model IntegrityAssumption defensibility, scenario analysis, sensitivity testing, and model coherence reviewed to CPA-level analytical standards. Models must withstand buy-side scrutiny before any submission.
  • 04
    Sponsor Credibility & CommitmentTrack record, equity participation, management team alignment, and sponsor economics assessed for the signals institutional allocators weight most heavily in their evaluation process.
  • 05
    Risk Identification & FramingKey risks identified, categorized, and framed proactively. Institutional evaluators expect risks to be acknowledged and addressed — not absent. CGC prepares sponsors for the diligence questions that will be asked.
  • 06
    Mandate Alignment AssessmentProject characteristics evaluated against the criteria, return expectations, geography, sector focus, and size parameters of the specific capital mandate being targeted — ensuring outreach is aligned before it begins.
The CGC Standard

"A sponsor who is capital-ready — with a curated data room, structured investment memo, and defensible financial model — sends a fundamentally different signal to institutional allocators."

Institutional capital providers receive hundreds of unsolicited submissions. The ones that advance share three characteristics: they are prepared, credible, and respectful of the evaluator's analytical standards. CGC builds that case — systematically, independently, and before any outreach begins.

Every project that completes a Stage One review receives a written readiness assessment with specific advisory guidance and a readiness score against CGC's four-component institutional framework.

20+Years Combined
$500Stage One Fee
3–5Day Turnaround
100%Non-Contingent
Begin Your Review
Advisory Team

Institutional Practitioners.
Not Intermediaries.

CGC's managing directors bring combined decades of experience from the buy side of institutional capital markets — M&A, corporate finance, private equity, and institutional transaction analysis across three continents.

Derek Anderson

Managing Director

Derek Anderson leads business development, sponsor engagement, and intermediary relations at Centurion Global Capital. With over two decades of experience in international finance and private capital markets, Derek is the primary point of contact for prospective sponsors and capital market intermediaries. His approach is grounded in discretion, preparation, and institutional alignment — ensuring every engagement is appropriately scoped before advisory work begins.

Focus
Business Development · Sponsor Engagement · Intermediary Relations
Experience
20+ years — International Finance & Private Capital Markets
Sectors
Energy · Infrastructure · Real Estate · Private Capital
Full Profile

Edward Gleason

Managing Director MBA — Yale  ·  CPA  ·  Series 65

Edward Gleason leads financial modeling, due diligence advisory, and capital readiness analysis. His career spans Arthur Andersen, Kinnevik AB, Dow Jones & Company, Capgemini, and JPMorgan Chase — across M&A, corporate development, private equity, and institutional transaction analysis on three continents. Edward's CPA credential is held in his individual capacity; CGC is not a licensed CPA firm. His Series 65 is held in a separate registered capacity outside of CGC.

Education
MBA — Yale University · Editor, Yale Journal on Regulation
Prior Roles
Arthur Andersen · Kinnevik AB · Dow Jones · Capgemini · JPMorgan Chase
Licenses
CPA — Individual Capacity · Series 65 — Separate Registered Capacity
Full Profile
Client Portal Access

Authenticated Access
For Every Relationship.

The CGC Capital Readiness Portal provides secure, authenticated access for every participant in the advisory process. All deal-specific information, document upload, NCNDA execution, readiness scoring, and capital provider engagement operates exclusively within the authenticated portal — never on public pages.

Capital Market Intermediaries

Capital Partner Portal

Authenticated access for capital market intermediaries operating under executed written engagement agreements with CGC. Access to independently assessed advisory briefs, readiness scores, and structured engagement workflow.

  • Review CGC-prepared advisory briefs for qualified submissions
  • Access independently assessed readiness scores
  • Manage engagement workflow within authenticated session
  • Communicate directly with CGC advisory team
  • Track introduction outcomes and deal engagement status
  • Update mandate parameters within your agreement scope
Access Capital Partner Portal

Capital partner portal access requires an executed written engagement agreement with CGC. To discuss an engagement, contact our advisory team.

CGC Advisory Team

Admin Dashboard

Restricted access for CGC managing directors. Full deal pipeline management, readiness scoring, reviewer assignment, internal notes, capital partner relationship management, and funnel analytics.

  • Full DealSubmissions pipeline and status management
  • Readiness scoring and advisory brief workflow
  • Capital partner relationship and introduction tracking
  • Internal notes, reviewer assignments, and risk flags
  • Funnel analytics and conversion event tracking
  • Email template management and notification configuration
Access Admin Dashboard

Restricted to Derek Anderson and Edward Gleason. All internal advisory data is confidential and never accessible to public or authenticated sponsor users.

Is Your Project
Capital Ready?

Submit your project for a $500 institutional underwriting review. Senior-level evaluation, written advisory brief, and readiness score delivered within 3–5 business days. A structured institutional review before you engage capital markets.

Regulatory Disclosures

Centurion Global Capital LLC is a strategic advisory and consulting firm. CGC is not a registered broker-dealer, investment adviser, or fiduciary under U.S. federal or state law, and does not solicit investments, negotiate transaction terms, or offer or sell securities of any kind. CGC does not maintain a public capital provider registry and does not route sponsor submissions to capital providers outside of separately executed written engagement agreements. All advisory services are provided for strategic planning and preparation purposes only pursuant to executed written consulting agreements. All fees are fixed, pre-agreed, and non-contingent — not indexed to, computed as a percentage of, or triggered by capital raised or transaction outcomes. CGC is not a licensed CPA firm. Edward Gleason holds an individual CPA license and a Series 65 license each in his individual or separate registered capacity outside of CGC; neither credential constitutes firm-level registration or licensure for CGC as an entity. No assurance is given that any engagement will result in financing, a completed transaction, or any specific outcome. Engagement with CGC does not constitute a client relationship with any regulated financial or legal entity. Nothing on this website constitutes an offer or sale of securities.