-
>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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