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.

covid
While smaller buyers are finding innovative ways to back covid-impacted assets, the flight to quality continues at the larger end.
Ancient Greek art myth legend
Research has found that secondaries may not be the J-curve mitigator it’s often touted to be. Does it matter?
private
The need for transparency, always a vital aspect of executing a GP-led deal, takes on greater significance when external M&A buyers express interest in picking off choice assets.
table
The astronomic rise of single-asset deals, GP stakes and the increasingly blurred line between M&A and secondaries were among the topics under discussion.
equation
Apollo’s entry into the credit secondaries market could add the dry powder needed for ignition.
survey
May sees the publication of our surveys of secondaries advisors and legal activities in 2020. Here are some early findings.
direction
If 2020 was the year of the generalist mega-fund, this year is showing size is no obstacle in today’s market.
Kildare Partners USA
Inheriting an indirect property business when that market is dominated by recapitalisation deals brings further conflict challenges that must be reconciled.
three
Ares’ roster of sponsor and LP relationships will enable Landmark to enter the credit secondaries market, do deals in Asia and raise larger funds.
future
The secondaries market features prominently in Redefining Private Equity in the 2020's, a report compiled by Credit Suisse's private fund group.
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