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 equity,
• Reducing the number of relationships,
• Facilitating corporate reorganizations (mergers & acquisitions), and/or
• 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 transferred. We 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].