SECONDARY & ADVISORY
Fund Portfolio Sales & Direct Portfolio Sales
Campbell Lutyens acts for institutions wishing to actively manage their private equity holdings by selling portfolios whether they be direct private equity portfolios, fund portfolios or hybrid portfolios. Campbell Lutyens structures, co-ordinates the marketing process including production of marketing materials, and advises on negotiations with transaction counterparties. Campbell Lutyens assists investors to achieve best value for their private equity assets efficiently and discreetly.
Portfolio Management and Refinancing
Campbell Lutyens assists its clients in valuing portfolios and advises on strategic options to actively manage their private equity holdings. In addition, Campbell Lutyens provides creative solutions to access alternative sources of funding to refinance/recapitalise private equity programmes and private equity funds including stapled transactions.
Campbell Lutyens provides advice to both institutional investors and general partners on the restructuring, renegotiation, refocusing or resizing of private equity funds. Campbell Lutyens’ approach to fund restructuring includes thorough analyses of all stakeholder interests, evaluation of potential options and negotiations between various counterparties.
GP Merger, Acquisitions and Spin-outs
Campbell Lutyens provides merger and acquisition advisory services to GPs managing direct private equity assets and fund of funds managing portfolios of fund interests. Campbell Lutyens also acts for GPs and fund of funds managers in spin-outs from their parent organisations.