Strong AUM growth Target CNL Financial Group for strategic partnerships or fund-of-funds opportunities given its history of forming or acquiring companies with over $36 billion in assets and its positioning as a leading private investment management firm.

Private markets focus Leverage CNL's specialization in alternative investments to propose tailored private market products, co-investments, or customized mandates that align with their institutional investor base and long-standing private asset approach.

Expansion momentum Note past and potential growth moves such as new investments in real estate and healthcare assets; present solutions for portfolio diversification, asset management tech, or capital deployment services that support their expansion strategies.

Tech and ops uplift With a tech stack including Salesforce, Marketo, DocuSign and other tools, offer solutions that enhance CRM, marketing automation, and workflow efficiencies, plus data analytics and reporting to optimize fund distribution and investor communications.

Leadership and timing Engage senior decision-makers and board-level stakeholders by highlighting senior hires and industry recognition; propose advisory, due diligence, and co-investment platforms that align with their strategic priorities and potential transitions.