In this episode of Second Thoughts, our bi-monthly take on the biggest trends and developments in secondaries, Ardian's co-head of secondaries and primaries Vladimir Colas makes a bold prediction for the secondaries market: the first private equity fundraise to breach the $30 billion mark will be a secondaries vehicle.
LP portfolios being brought to market are only growing in size, and if they could, sellers would be offloading even larger portfolios. However, secondaries activity is still constrained by the amount of capital available to deploy into these transactions.
Colas sat down with senior reporter Madeleine Farman to discuss how large the secondaries market could become in the near future, as well as how many new entrants Ardian expects to break into the secondaries market in 2024 and beyond.
Infrastructure capital remains all in on climate agenda, despite global headwinds
How AI is transforming finance and accounting
Tracking LP perspectives on private equity
Managing through cycles in the direct lending space
Five controversial beliefs about the GP-led secondaries market
Hurdle rates, fees and deal terms – how the PE market changed this year
Disruption Matters: Unlocking the power of stakeholder-driven exits
Behind Q1-Q3’s best-ever secondaries fundraising figures
Disruption Matters: Delivering growth against the odds
Why direct lending will keep growing
Disruption Matters: Mastering the diplomacy of value creation
Disruption Matters: Setting a deal up for success in the first 100 days
Why managers with dry powder need to reconsider how they find opportunities
Disruption Matters: Closing deals in a turbulent market
Why sustainable investing is not a luxury
The changing state of digital infrastructure
Strategic Partners’ Perry on the state of the market and career lessons learned
Overcoming TCFD’s data collection challenges
Investing in the energy transition using a non-specific mandate
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