In this episode of Second Thoughts, our bi-monthly take on the biggest trends and developments in secondaries, Secondaries Investor's Madeleine Farman, Adam Le and Hannah Zhang cut through the headline figures in 2023's advisory reports to break down geographic trends and key themes in the market.
Total deal volume sat somewhere in the region of $109 billion to $115 billion in 2023 with LP-led volume making up $56 billion to $66 billion.
Farman, Le and Zhang delve into topics including APAC secondaries market activity, structured liquidity offerings such as NAV loans, preferred equity and GP commit financing, and the popularity of multi-asset continuation funds as managers seek to find ways to generate DPI for LPs.
How to avoid pitfalls in stapled deals
Gazing into the future: 5 tips for long-term investors
BC Partners on moving from PE into credit and real estate
Is this the most dangerous man in private equity?
Riverside on the GFC's 'difficult blessing'
Why investors should look beyond the headlines in emerging markets
Highway to the opportunity zone
Why the ‘triple whammy’ of issues impeding Chinese investments into US is here to stay
Where are hurdle rates trending?
The smartest ways for debt firms to use technology
Why GP-led secondaries is the next big thing in private equity
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