Ultra-high net worth focus Target opportunity with ultra-high net worth families seeking bespoke, flexible investment strategies across real assets and credit, offering tailored structures such as direct transactions, co-investments, joint ventures, or fund commitments.

Flexible investment mandate Leverage Paragon's opportunistic, multi-structure approach and long/short duration capabilities to fit client liquidity needs, presenting sales pitches around capital preservation and diversified risk across the capital stack.

Real assets partnerships Highlight the firm's track record in real asset collaborations by referencing past partnerships (Omega Industrial Realty, Westmount Realty Capital) and propose similar co-investment or joint venture opportunities in real estate and infrastructure for UHNW families.

Smaller firm agility Emphasize boutique, NYC-based advisory with flexibility and quick decision cycles, appealing to clients who value bespoke solutions and faster execution compared to larger managers.

Growth potential signals Recognize revenue range and growing network in real asset financing as a selling point to scale with family offices seeking scalable, credit-oriented opportunities and longer-duration investments.