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Secondary Transfers

Secondary Transfers

Problem.

Limited Partners are increasingly seeking more independent, expert secondary valuation to ensure transactions occur at the right price, streamline the transfer process, and meet fiduciary requirements.

Solution.

Secondary Valuation takes a sophisticated bottom-up approach to valuing Funds, Directs, and Portfolios and provides you with the analysis you need to successfully negotiate, structure, and effect your transfer.

LP Analyst’s founders have valued over 1,500 unique fund and direct investments supporting more than $15B in transaction volume.

Analysis.

Funds
  • Company Projections
  • Unfunded Projection
  • Waterfall Calculation
  • Underwriting Rates
  • Sensitivity Ranges
  • Market Analysis
Directs
  • Financial Projections
  • Future Financing
  • Ownership Structure
  • Underwriting Rates
  • Sensitivity Ranges
  • Comps Analysis

Benefits.

  • Support decision making with independent analysis
  • Determine values based on a bottom-up approach
  • Review forecasts and forward return calculations
  • Streamline negotiating and structuring processes
  • Preserve value by transferring at the right price
  • Meet fiduciary, regulatory, or other requirements
  • Realize cost savings and avoid transaction fees

Contact us today to learn how Secondary Valuation can add meaningful value to your next transaction process.

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