Editor's View

Our in-house take on what news, trends and developments affecting the secondaries market means to its different participants. In these weekly commentaries we stir discussion and prompt debate as well as comment on issues important to market participants in a lively and thought-provoking way.

Despite Coller Capital raising a record-breaking fund for the strategy, LP sentiment for credit secondaries does not appear to be as supportive as one might think.
While there are advantages to using an M&A process to set the price of a GP-led deal, buyers should not wear the technology out.
burden
While secondaries activity shows no signs of slowing, LPs and GPs need to get on the same page about how to smooth out this process for institutional investors going forward.
money
Secondaries fundraising figures for 2021 came in more than $35bn shy of the prior year, but they were more impressive than they seem.
accounting
LPs should be aware that buyers often mark up assets to par on day one, even if they are acquired at a discount.
family office
Family offices continue to make up a small percentage of sellers in the secondaries market, though the GP-led market is forcing them to think about their portfolios in a new way.
tarot cards, fortune, future, prediction, magic, candles, crystal ball
Everyone loves a prediction; here are what key market participants think are likely to define the secondaries market in the coming year.
PEI WIPM 2021
The subject of secondaries came up frequently at PEI’s Women in Private Markets Summit, held in the first week of December. Here are some of the issues that are top of mind.
The lack of broader acceptance from LPs is preventing buyers from fully tapping the single-asset market.
ladder
At a time when concentrated deals are all the rage, small primary fund commitments can offer necessary diversification benefits.
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