Curated Deals for

Family Offices

A Platform for

secondaries, Direct deals, and co-investments 


About Us

Built by and for family offices

PEX Global was founded by a member of a family office. Our deal flow and deal sourcing is built upon our extensive global relationships and history of investments in this industry. PEX Global is committed to providing efficiency, transparency and liquidity to our clients.

PEX Global focuses on private transactions such as secondaries, direct deals, and co-investments and provides a matching service for illiquid fund positions. We are an intermediary between buyers and sellers of Limited Partnership (LPs) shares such as Private Equity Funds, Hedge Fund side pockets, Venture Capital Funds, Real Estate fund shares and private, pre-IPO shares known as direct secondaries. PEX Global also serves as a placement agent for companies seeking capital from family offices. We expanded into the direct deal space due to the demands of our network of family offices who want access to off-market, unique deal flow.



  • Matching buyers and sellers of single stakes to portfolios of fund positions
  •  Providing an infrastructure that facilitates the exchange of fund interests through all the steps of a secondary transaction, from start to finish
  • Raising capital for start-ups, seasoned companies and direct deals
  • Assisting individual sellers of direct positions in private companies
  • As each situation and each client differs, we tailor our services to meet individual client needs

Deal Room

Investor or buyer

Accredited investors can sign up to view offerings in the PEX Deal Room: co-investments, direct deals, direct secondaries, private equity fund secondaries, hedge fund side pockets and real estate opportunities.

Company or seller

Companies wishing to raise capital or investors looking to exit illiquid holdings can apply to list in the PEX Deal Room. Additionally, venture capital and private equity funds wishing to market their co-investment(s) to our network can also apply.

Our Team

Katherine Hill Ritchie

Chief Executive Officer

Ms. Hill Ritchie has over a decade of experience on the buy side and the sell side of the alternative investments industry and a global network of investors that she works with. Katherine joined PEX Global in 2013 to grow the company and increase deal flow. She was previously a Director with Stream Capital SA in Geneva, a secondary broker for hedge fund and private equity fund shares. Katherine’s previous work history also includes investment research with Palladio Alternative Research SA and Private Capital Investments in Switzerland. She was a Senior Hedge Fund Analyst and a member of the Investment Committee for the family office Saad Financial Services in Geneva, where she conducted due diligence and manager selection for their $3.5 Billion portfolio. Prior to this Ms. Hill Ritchie was in New York City, where she worked as a Director for Wedge Alternatives and also Katherine received her MBA from the Fordham Graduate School of Business and her BS in Psychology from the University of Maryland. She has been an active committee member of 100 Women in Hedge Funds, TriState Capital Family Office Advisory Board, Fordham Graduate School of Business Board of Overseers and ASK – All Special Kids. Ms. Hill Ritchie holds the Series 7, 24, and 63 Securities Licenses.

Email: khillritchie(@)
Phone: (917) 548 - 2233

Ken Merlo

Chief Compliance Officer

Mr. Merlo is an Executive that has been heading the financial, legal and compliance operations of companies for 30 years as a CEO, COO or CCO. For the past 20 years he has specialized as a Chief Compliance Officer for broker dealer companies. Ken has been with PEX Global since 2010. Since January 2005, Ken has been employed with Town Hall Capital, LLC, as the General Counsel and Chief Compliance Officer. He received his Juris Doctor from the Brooklyn Law School, a Lauria in Art History from the University of Florence, and a Bachelor of Arts in Art History from Vassar College. Mr. Merlo holds the Series 7, 24, 63, 79 and 99 Securities Licenses and he is a Member New York and New Jersey State Bar Associations.


Dina Said


Ms. Said has spent over a decade in the private equity industry. Before joining Unifund SA, she was an Analyst at the Blackstone Group in New York and had trained at the Carlyle Group in London. She is currently Chairman of Olympus Capital S.A., Managing Director at Unifund, and Founder of PEX Global, Inc. While at Unifund, she has been responsible for public equity investments in emerging markets as well as investments in private equity in the US and Asia. Ms. Said completed her MBA at the Columbia Business School, and her undergraduate degree at the Wharton School of Business.

Contact Us

We welcome your interest in PEX Global, Inc. Give us a call for more information and to:

  • sell hedge fund side pockets, pre-IPO shares or private equity, real estate and VC fund shares
  • receive our deal flow and positions for sale
  • raise capital for your company
  • exit a private direct transaction


Securities offered through AlphaSource Capital Securities, LLC MEMBER FINRA, SIPC

Broker Check link:

+1 (917) 548 - 2233