Customized Solutions, Flexible Engagements
We offer customized buy-side and sell-side solutions to institutional investors seeking access to opportunities in the private equity secondary market. Our broad, deep network of buyers and sellers consist of global limited partners including: secondary funds, consultants, fund of funds, pensions, endowments, banks, insurance companies, and family offices.
Fund or Company Portfolio Sale
We seek to partner with buyers and sellers of fund and direct minority company positions who access to the secondary market. Our team will handle every stage of the sale process which includes the following steps:
– Portfolio Review
– Secondary Market Valuation (Top-Down & Bottoms-Up)
– Strategy and Structuring
– Marketing Preparation
– Buyer Identification and Outreach
– Due Diligence and Closing
Fund Restructuring & Management Spin Out
We advise general partners who seek to wind down legacy funds by selling off the remaining assets or through restructuring initiatives which can provide liquidity to current investors and provide dry powder to existing investments.