Private Equity Secondaries Support
Acuity Knowledge Partners is able to support clients on multi-fund deals: deal evaluation, fund pricing, portfolio monitoring and closing analytics.
We help your investment team analyse pricing at a fund level, factoring in DCF models, NAV discounting, ESG criteria, investment restrictions and more. We also undertake model updates for activities such as portfolio rebalancing, tracking hedges of public positions, consent requests and unfunded commitment tracking.
Our portfolio monitoring and advisory services enable you to track fund performance periodically, conduct strategic reviews and prepare bespoke material for investor reporting with limited partners.
We also provide comprehensive end-to-end support with all types of general partner-led secondary transactions, including continuation funds, tender offers, strip sales and preferred equity solutions.
Secondary Fund - Support we Offer
- Financial modeling and valuation
- Multi-tier waterfall model update
- Sensitivity analysis – pricing analysis and exit analysis
- Fund model with a catchup-carry structure at multiple hurdle rates
- Target/Industry research
- Identification and profiling of bolt-on acquisitions
- Due diligence memorandum preparation
- Company profiling and competitive landscaping
- Financial reporting and analysis (GP)
- CRM databases update
What we have delivered annually
Multi-fund deals supported
Funds monitored quarterly
How we are different
One-stop shop for private equity Secondaries support
We provide expertise and service offerings to support you in all aspects of the venture capital investment cycle
Excellence-driven teams to improve quality of your deal sourcing
Ability to support clients on multi-fund deals: deal evaluation, fund pricing, monitoring and closing analytics
Strong private equity PE secondaries domain expertise to undertake complex tasks
Comprehensive end-to-end support across all types of GP-led secondary transactions, including continuation funds, tender offers, strip sales and preferred equity solutions
Robust portfolio monitoring with our in-house managed solution FolioSure
Proprietary technology solution tools for portfolio monitoring and acuity data operations experts
What we have done
Meet our experts
Pratap leads the Private Equity and Venture Capital practices at Acuity Knowledge Partners, responsible for managing and developing client relationships and overseeing multiple accounts. He has extensive experience in managing direct investments, primary fund investments, FoFs and complex secondary transactions. Over the last 14 years, he has been involved in more than 5,000 Private Markets deals.
Sumit heads the Consulting & Private Equity vertical at Acuity Knowledge Partners. He also oversees the China Delivery Centre. Sumit is responsible for strategy formulation and implementation, innovation and business development, in addition to providing oversight to delivery groups. He has more than 18 years’ experience across diverse lines of services, including private equity, consulting, market research, investment banking, and commercial banking. In his previous roles at Acuity Knowledge Partners, Sumit was instrumental in setting up the Investment Banking vertical and multiple other services. He also led the business turnaround of a subsidiary company as its COO. He is a chartered accountant and a national rank holder in the foundation level of ICAI.
Senior Director, Head – Commercial Banking and Asset Management Business Development
Pedro Armstrong is a Director at Acuity Knowledge Partners and leads business development efforts in the Americas for the Corporate and Commercial Banking, Buy-side, and Sell-side segments. He is responsible for managing key client engagements and works in partnership with capital market firms to provide customized solutions across research and analytics support, origination and lending support, and marketing and compliance support. He has been with the organization for 12 years, serving in various roles across Sri Lanka, Costa Rica, and now the US. Prior to joining Acuity Knowledge Partners, he was a Central Bank Regulator at the Central Bank of Barbados. Pedro, who is a British Chevening Scholar, holds a Master’s degree (honors) in Banking and International Finance from Cass Business School, City University, London.
Senior Director, Investment Banking, Private Equity and Consulting Business Development
Adrian leads Business Development across Investment Banking, Private Equity and Consulting clients in EMEA and APAC. He has 20 years' experience working in the financial services industry, having spent 13 years working in Equity Capital Markets for Rothschild and RBS, before moving to Acuity Knowledge Partners in 2013. He has a deep knowledge of financial markets, having originated and executed over USD50bn of ECM transactions across a wide range of sectors, products and geographies. He has extensive experience working with and advising the majority of Investment Banking coverage and product groups, and leading global Private Equity firms. Adrian holds a MA (Hons Oxon) in Philosophy, Politics and Economics from the University of Oxford.
Marie Filotti heads APAC Business Development at Acuity Knowledge Partners and is based in Hong Kong. She joined the firm in 2018 after 13 years in Investment Banking and Capital Markets, mainly at Nomura (previously Lehman Brothers), and also worked on the corporate side, having run Investor Relations at a China-based ASX-listed gas company. She uses her experience in the industry to advise our clients on best practices in implementation of engagements across all sectors. Marie holds a BA from Yale University and a Masters in Finance from Sciences-Po Paris.