Secondary Advisory

A portfolio-level approach to providing liquidity solutions

With more than 40 years of collective experience, our Secondary Advisory principals have been strategic advisors to institutional investors with multibillion dollar alternative portfolios. We have the expertise to help represent investors in private equity partnerships or direct investments with portfolio disposition plans, pricing insight, liquidity alternatives and transaction execution support.

Our dedicated bankers have:

• Executed more than $1.5 billion in portfolio-level secondary transactions.
• Sourced new capital from different providers, including dedicated secondary funds, fund-of-funds, institutional investors, listed vehicles, hedge funds, family offices and non-traditional buyers.
• Advised general partners on both traditional and nontraditional fund-raising strategies, including structured solutions.
• Provided leadership on today’s key issues—unfunded liabilities, pricing gap, transparency, mark-to-market, and SFAS 157.

As seasoned bankers with experience as investors and advisors, our leadership team actively participated in the last major market dislocation, providing us with a unique perspective and a transaction advisory platform tuned for today’s current market environment.

Contact the Co-Heads of the Secondary Advisory Group