Commentary

Thought leadership from the secondaries sector’s leading voices including legal experts, industry veterans, asset class specialists (from real estate to private equity) and academics.

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ILPA’s upcoming guidance has been spurred by investors’ annoyance at unreasonable deadlines and the amount of work needed to make decisions on these deals. The secondaries community should take note.
Flag of Russia and Ukraine, war, soldier
Deal certainty and pricing are two immediate casualties of Russia’s invasion of Ukraine this week.
NAV finance has expanded substantially in the last few years, says 17Capital’s Augustin Duhamel in this sponsored Q&A.
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Blackstone’s Mileway deal is further evidence liquidity doesn’t have to come from the secondaries market – and that’s not necessarily a bad thing.
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.
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