Secondary Investments for a Leading US-based Private Equity Firm

  • >1,000

    secondary funds reviewed

  • ~20%

    time saving for fund managers

  • Over 5

    secondary fund managers supported

  • Up to 20% time

    saving for fund managers


CLIENT CHALLENGES
  • A leading US-based PE client wanted to identify potential targets for investments in the Asian mid-market secondary market,covering both secondary direct (single company and/or portfolio) and secondary fund (LP interests) transactions
  • The client extensively used its internal resources for screening purposes, which proved to be highly time consuming and expensive
  • Our relationship with the client began in 2013 with a team of 4 research associates, supporting over 5 fund managers in the client’s secondary investment division
  • We created a comprehensive screening process to track emerging market activities of funds across the secondary market and updated valuations on periodically
OUR APPROACH
  • Operated as a central team to support US and London offices, thus increasing process and cost efficiency
  • Developed a system of collating and schematically archiving all relevant secondary fund-related literature in one source, making it easily accessible to the client
  • Provided deep-dive research on relevant targets that were shortlisted following the comprehensive screening process
  • Prepared comprehensive reports on each potential target to present to the deal team for further due diligence
IMPACT DELIVERED
  • Enabled the client to increase its focus on high-value activities and newer geographies
  • Enabled the client to save significant time and manage staffing costs
  • Provided the client with operational flexibility and access to extensive research services at short notice
  • Enabled the client to focus on high-value activities by providing support on research intensive and monitoring tasks
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What we have done

Co-investment Monitoring for a Global PE FoF Firm Headquartered in the US
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach