Secondary Advisory and Execution

A Growing Market

The market for private equity fund investments has matured, and investors are seeing increased opportunities for secondary transactions.  The secondary market allows investors to take a more active approach to the management of private equity fund portfolios, transfer unfunded commitments, and achieve liquidity.  Through our secondary advisory services, Fortress Group is dedicated to maximizing the benefits of the secondary market on behalf of its clients. 

Extensive Network

Leveraging its success as a private equity fund placement agent, Fortress Group transacts with an extensive network of established private equity programs and secondary investors.  Fortress Group is able to access that network through a limited or broad process to ensure a successful secondary placement in line with each client’s specific needs.  The team has established relationships with a diverse range of secondary buyers, including secondary funds, public and private pensions, foundations and endowments, insurance companies, family offices, funds of funds, and sovereign wealth funds.  By accessing this diverse universe of investors, Fortress Group can create value for the client by targeting multiple buyers with investment appetites in line with the fund interests being offered.

Customized Strategy

Each secondary transaction that Fortress Group undertakes is tailored to the unique needs and goals of the client. The team is committed to fully understanding the client’s objectives in order to establish the best transaction structure and terms.  Using this information, combined with extensive market knowledge, Fortress Group provides a specialized strategy for each client’s liquidity needs.

Team

The firm’s secondary advisory activity is fully integrated into Fortress Group, benefitting from the extensive networks established by experienced fund placement professionals and the in-depth market knowledge of a dedicated research team.  Further, each assignment benefits from the experience and knowledge of the principals.  Senior professionals are directly involved in all aspects of each assignment – from initial due diligence to project management, distribution, negotiation, and closing.