We specialize in working on behalf of the following types of institutions/funds:
- Asset Managers
- Family Offices
- Feeder Funds
- Financial Institutions
- Listed Vehicles
- Secondary Funds
- Sovereign Wealth Funds
- Wealth Managers
- Corporate Investors
- Hedge Funds
- Holding Companies
- Private Equity Funds
- Real Estate Funds
- Venture Capital Funds
- Initial Assessment I Understand seller objectives
- Decision Point I Evaluate options with the seller
- Pre-Marketing I Create relevant transaction materials
- Initial Marketing I Obtain indicative feedback and non-binding pricing from prospective buyers
- Offer Evaluation I Provide analysis on the strength of offers
- Final Marketing I Reapproach vetted and qualified buyers to obtain binding bids and proposals
- Final Decision and Sale Negotiation I Opine on which offer is best / should be pursued
- Legal Documentation I Prepare, review, and finalize all relevant closing documentation (PSA, transfer agreements, final investment schedule(s), etc.)
- Final Steps I Verify closing details, amounts, and timing with general partners, buyer(s), and seller
- Post-Sale documentation
Brant Street's buy-side services are designed for use by both traditional and non-traditional buyers seeking to acquire LP interests.
- Secondary Funds - For investors that are looking to add to their existing secondary portfolio, our team will proactively approach prospective sellers of funds on their shortlist for which bids are top-of-market.
- Non-Traditional Buyers - For investors with minimal existing secondary exposure, or those looking to backfill vintage years, our team advises on the many considerations that go into building a portfolio of secondary investments, such as an appropriate asset mix (LBO, VC, middle-market, etc.), funds, sizes, geography mix, and more.
Selling exposure to a fund portfolio, and providing a buyer with a preferred return with the sharing of upside beyond certain thresholds.
For fund managers that would like to sell their portfolio (or a subset) to set up a new vehicle, where the incumbent GP continues to manage on behalf of the new LP(s).
For investors and fund managers that would like to sell private assets from the portfolio directly to a secondary buyer, either opportunistically to crystalize gains or as the finite term of the fund is ending. Common asset types include:
- Co-investments alongside PE fund managers
- Illiquid or thinly-traded public securities
- Minority interests in private companies
- Loan portfolios, custom financial instruments, etc.
Investors provide capital backed by a portfolio of private assets to allow managers to make follow-on investments and/or distributions to investors.
Investors provide flexible capital to support a specific company or a portfolio of investments at the fund-level.
Investors provide a revolving credit facility backed by private assets.
Periodic, coordinated company-sponsored offering to purchase shares from investors and shareholding employees by a new or existing investor.