Leadership. We are the leading middle market advisor to institutional investors and general partners seeking to tap the secondary market to manage complex, special situations that require confidentiality, discretion and speed to market. We specialize in transacting assignments that require a high level of consultation, structuring and manpower to successfully execute.
Focus. Our expertise is in managing single or multi-fund (or asset) positions of between $10 million and $1 billion in size across private equity and real estate. We have significant experience across a broad range of transaction types and structures including: (i) full and limited auctions (ii) buy-side mandates (iii) stapled primary sales (iv) fund-of-fund wind-downs (v) bankruptcy processes (vi) deferred payment structures (vii) JV/profit share structures (viii) early secondaries (“pregnant primaries”) (ix) GP restructurings and (x) GP recapitalizations.
Pricing Power and Success. We measure success based on our ability to deliver premium pricing within the most optimal structure for our clients. If you are considering a secondary sale or seeking to restructure your fund as a means to catalyze a new or on-going investment strategy – we encourage you to call and speak to our references.