PEI provides...
Focus on Customer Needs
General partners and limited partners
periodically have special requirements in
completing a transaction. PEI always works
to provide custom solutions to accommodate these
situations. PEI is also willing to undertake any
size transaction
Innovative Structures
PEI has provided innovative liquidity
solutions to GPs, LPs and corporations by
winding down mature funds or funds-of- funds,
executing tender offers of mature fund
interests, purchasing non-strategic holdings
from corporate investors and restructuring funds
undergoing management changes.
Extensive Transactional Experience
The principals of PEI were pioneers in the
purchase of limited partnership interests in
private equity funds and in private direct
investments on a secondary basis. PEI has
purchased 250 limited partnership
interests in approximately 100 fund groups in
leading venture capital, growth equity,
leveraged buyout and mezzanine funds with over
1,700 underlying portfolio companies. PEI
has completed transactions of less than $1
million to more than $100 million.
Reputation for Excellence
PEI has developed a reputation for fairness,
sound analysis and discreet execution of
transactions. Both general partners and
limited partners have appreciated the
efficiency, directness and discretion of the PEI
team.
Seasoned Team of Professionals
PEI has a strong team of dedicated
professionals with a total of 150 years of
private equity experience investing over
different investment cycles. The
principals have been actively making private
equity secondary purchases for an average of 16
years each.
Long-Standing, Industry-Wide Relationships
Relationships are critical to success in
private transactions. The principals of PEI have
made investments in approximately 100 private
equity fund groups and maintain relationships
with many other general partners and
institutional investors.
Confidentiality
A key consideration when selling a private
equity portfolio is the seller’s reputation.
Confidentiality is essential to protect the
investor as well as the general partner and
fellow limited partners. PEI has built its
reputation on working quietly and confidentially
with investors to achieve their objectives.
