Investment Strategy - Secondary
Transaction Types
(click on a transaction type below to see sample case studies)
> Traditional LP Interest
> Synthetic Secondary
> Structured Transaction
> Linked Transaction
| Linked Transaction |
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| Closed |
November 2006 |
| Seller |
U.S. Bank |
- Seller wanted to reduce exposure to its largest private equity holding
- Seller wanted to assist General Partner in securing capital for new fund offering
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- Linked transaction consisting of a commitment to two funds
- Portfolio of 17 companies at closing
- Industries included business services, manufacturing, healthcare, and communications
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- Reputation as a leading investor in new fund offerings
- Pre-existing relationship with seller
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