Secondary Transfers

MAXIMIZING VALUE IN A HIGHLY INEFFICIENT MARKETPLACE

With 27 years of activity within the private equity fund community, Triago is recognized as one of the leading specialized agents for secondary transactions. We act exclusively as sell-side advisors, providing tailored services on everything from straight fund portfolio sales to structured liquidity solutions and direct secondary transactions.

Leveraging market intelligence and investor relationships from our primary fundraising activities, Triago is in permanent contact and has developed strong relationships with a wide universe of 400+ potential buyers with diverse investment profiles and appetites. Beyond mainstream secondary specialists, Triago has built a broad, global network of investors with an opportunistic approach to the secondary market. They use secondaries as an integral part of their overall portfolio construction.

We help our clients crystallize value, clean-up non-core positions, reposition portfolios, improve the liquidity profile and duration of an overall program, release unfunded commitments and make room for new investment capacity.

KEYS TO SUCCESS

ENSURING THE BEST SOLUTION AND PRECISE EXECUTION

Clients: With a global footprint and a track-record nearing three decades, Triago has represented over 200 clients including Endowments, Foundations, Sovereign Wealth Funds, Global Financial Institutions, Pension Funds, Insurance Companies, Institutional Family Offices (single and multifamily), Funds of Funds, and General Partners.

Experience: Having transferred over 3,000 private equity fund interests and direct company positions, our team has developed expertise across a broad range of transaction types and deal sizes.

Process:

Client Support: Sale processes are highly tailored in order to meet client objectives, ensure efficient execution and maximize pricing. We provide comprehensive support to minimize our clients’ involvement throughout the secondary transaction.

Targeted Auction: Our auction process focuses on the most relevant buyers within the Triago network. This limits market noise and efficiently zeros in on motivated bidders, maximizing pricing for our clients.

Unique Buyer Network: Our team has developed strong relationships with over 400 potential buyers. This network extends well beyond mainstream secondary specialists. Leveraging market intelligence and investor relationships from our primary fundraising activities, we have built a broad, global network of investors with an opportunistic approach to the secondary market.

The secondary transfer services described above are provided in the USA by Triago Americas, Inc. member FINRA/SIPC

REPRESENTATIVE FUNDS TRANSFERRED

TRIAGO HAS TRANSFERRED OVER 3,000 PRIVATE EQUITY POSITIONS
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