Pre-Acquisition and Divestiture Services

In recent years, the transfer of illiquid portfolios has become a thriving trend due to market and regulatory dynamics. Banks, insurance companies, and regulated institutions are actively seeking to optimize their balance sheets and regulatory capital, while asset managers are on the lookout for higher returns in a challenging market environment. As a result, hedge funds and institutional investors have emerged as the natural buyers for these portfolios, offering matching investment mandates and greater flexibility.

Our financial and valuation advisory services provide valuable support throughout the competitive and time-constrained sale process to help ensure both buyers and sellers maximize value while minimizing disruptions and opportunity costs.

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To learn more about our pre-acquisition and divestiture services expertise, please reach out to one of the contacts listed below.

Contacts

Milko Pavlov Managing Director, Financial and Valuation Advisory
Blair Richardson Managing Director, Co-Head of FVA Energy and Infrastructure