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.
Infrastructure capital remains all in on climate agenda, despite global headwinds
How AI is transforming finance and accounting
Ardian’s Colas on the potential for secondaries growth in 2024
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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