Hodes Weill & Associates
Hodes Weill & Associates is a global capital advisory firm founded in 2009 and now operating as a Chatham Financial company. It advises on institutional capital raising, M&A, strategic transactions, restructurings, recapitalizations, and valuation matters across real estate, infrastructure, and other real assets.
What stands out about Hodes Weill & Associates
Hodes Weill & Associates publicly presents an advisory model centered on institutional capital raising and strategic advice for real-assets managers, owners, investors, and related platforms. Its disclosed assignments include manager acquisitions, a controlling-interest sale, a co-investment program, buy-side diligence, structuring, valuation, and negotiations.[1][2][4][5]
What does Hodes Weill & Associates do?
Hodes Weill & Associates is a global capital advisory firm founded by David Hodes and Doug Weill in 2009 and now operating as a Chatham Financial company.
The firm publicly describes a platform serving investment and fund managers, institutional investors, lenders, and public and private owners of assets and portfolio companies. Its stated focus is real estate, infrastructure, and other real assets.[1]
Hodes Weill provides institutional capital raising for funds, transactions, co-investments, and separate accounts. It also provides M&A, strategic, and restructuring advisory services, together with fairness and valuation analyses.
Its public acquisition announcement additionally identifies advice on GP-led recapitalizations, continuation vehicles, and other strategic initiatives.[1][2]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Hodes Weill & Associates?
For an owner or real-assets manager evaluating a sale, recapitalization, capital raise, or strategic partnership, Hodes Weill’s disclosed work includes institutional capital raising, manager acquisitions, a platform sale, a co-investment program, valuation, structuring, negotiations, and buy-side diligence. Its public materials identify activity across real estate, infrastructure, and other real assets, with assignments spanning North America, Europe, and Asia.
An owner should confirm which Hodes Weill or Chatham legal entity would contract and advise on the mandate, whether Hodes Weill Securities, LLC would provide regulated securities or capital-markets services, the proposed fee and expense terms, the buyer or investor universe, conflicts procedures, process expectations, and the personnel responsible for the engagement.[1][2][3][4][5][6][7][8]
Which Hodes Weill or Chatham legal entity will contract with and advise the client
What are the proposed retainer, success fee, minimum fee, expense reimbursement, exclusivity, termination, and tail provisions
What size transactions and clients does Hodes Weill & Associates focus on?
Hodes Weill focuses on real estate, infrastructure, and other real assets. Its public materials also identify strategies focused on real estate, digital infrastructure, and energy transition.[1][2]
- In 2025, Hodes Weill Securities, LLC acted as financial advisor to Federated Hermes on its acquisition of FCP Fund Managers, L.P.; Hodes Weill performed buy-side due diligence and advised on structuring and valuation.
- In 2025, Hodes Weill performed buy-side due diligence for Artisan Partners in connection with its acquisition of Grandview Property Partners.
- In 2020, Hodes Weill acted as financial advisor to USAA on the sale of a controlling interest in USAA Real Estate and assisted with valuation, transaction structuring, and negotiations.
- In 2021, Hodes Weill acted as exclusive advisor to Boston Properties on an office co-investment program with CPP Investments and GIC that targeted an aggregate $1.0 billion of equity.
- In 2021, Hodes Weill Securities, LLC acted as financial advisor to AMG on its acquisition of a majority equity interest in Abacus Capital Group.
The firm’s disclosed transaction work includes institutional private placements, fund and platform M&A, co-investment programs, separate accounts, strategic transactions, restructurings, recapitalizations, GP-led recapitalizations, continuation vehicles, and fairness or valuation analyses.
Publicly identified client categories include investment and fund managers, institutional investors, lenders, and public and private owners of assets and portfolio companies.[1][2]
What does Hodes Weill & Associates publicly disclose about fees, process and engagement terms?
The official Hodes Weill homepage does not publish a standard advisory-fee schedule, universal minimum engagement size, or standard transaction-fee methodology.
The official Hodes Weill acquisition announcement likewise does not disclose a standard advisory-fee schedule, minimum engagement size, or universal transaction-fee methodology.
The Federated Hermes and Artisan Partners representative-transaction pages do not disclose Hodes Weill’s advisory fee, expense reimbursement terms, or the consideration paid for the assignment.[1][2][4][5]
Hodes Weill states that U.S. regulated capital-market and securities-advisory services are provided by Hodes Weill Securities, LLC, a registered broker-dealer with the SEC and a member of FINRA and SIPC.
FINRA BrokerCheck identifies Hodes Weill Securities, LLC as CRD #131848 and SEC #8-66518, registered with the SEC and one self-regulatory organization.[1][9]
Hodes Weill describes its approach as independent advice grounded in objective advice, differentiated expertise, and alignment with clients’ long-term objectives.
The transaction examples show assignments involving buy-side due diligence, valuation, structuring, negotiations, and exclusive advisory work. The public descriptions do not establish a single process used for every mandate.[1][4][5][6][7][8]
Questions to ask before hiring Hodes Weill & Associates
Which Hodes Weill or Chatham legal entity will contract with and advise the client?
Will Hodes Weill Securities, LLC provide any regulated securities or capital-markets services for the mandate?
What are the proposed retainer, success fee, minimum fee, expense reimbursement, exclusivity, termination, and tail provisions?
What transaction-size, asset-class, geography, and investor criteria will define the outreach?
Can the firm provide comparable recent assignments involving the same real-assets sector or manager type?
How will conflicts be handled where Chatham or an affiliate advises another party in the same market?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Geography / market coverage
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- FINRA regulatory record
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.