There are many reasons to consider selling
all or part of a private equity partnership portfolio. Examples
of these reasons include:
- Re-balancing portfolio among asset classes or within private
- Reducing the number of relationships,
- Facilitating corporate
reorganizations (mergers & acquisitions),
- Changing economic circumstances
We work with prospective sellers to assess the value of their
partnership interests and guide them through
the complex transfer process. Over the years, we have purchased
over 50 limited partnership interests in a variety of buyout,
venture capital and mezzanine partnerships.
An equally important part of our activity
is working with the general partners of the partnerships being
believe that maintaining the confidentiality of the information
exchanged during the valuation process is of utmost importance.
Once an agreement to transfer the interests is reached, we employ
a highly respected law firm to make the process as seamless and
efficient as possible for all parties.
While we focus on smaller secondary
transactions, we also have the capacity to effect larger transactions
through our relationships with many of the larger secondary
funds. We will work with
you on a confidential basis to find the solution that works best
for your situation.
For a confidential review of your portfolio
and a frank discussion of liquidity options, please [contact us].