Introduction

Campbell Lutyens provides specialist advice to institutions, general partners and other organisations on all aspects of the private equity sector including the sale and restructuring of portfolios ranging in size from $30 million to $3 billion. Through its placement activities, the firm has strong relationships and insights which enable the provision of key financial advisory services to many different members of the private equity sector.

Secondary Transactions

Campbell Lutyens acts for institutions wishing to actively manage their private equity holdings by selling or restructuring part or all of their portfolios whether they be direct private equity portfolios, fund portfolios or hybrid portfolios. The firm helps its clients value portfolios, analyses stakeholder interests, and it advises on strategic options, produces marketing materials, structures and coordinates the marketing process, and advises on negotiations with transaction counter-parties. Campbell Lutyens assists investors to achieve best value for their private equity assets efficiently and discreetly.

Funds and Portfolio Restructurings

Campbell Lutyens provides advice to both general partners and investors on the restructuring, renegotiation, refocusing or resizing of funds and portfolios.

Stapled Transactions

Campbell Lutyens provides advice to both general partners and investors on stapled transactions typically involving the sale of private equity interests on the secondary market while simultaneously raising new primary capital by leveraging on the synergies with its global fund placement team.

GP Mergers and Acquisitions

Campbell Lutyens advises general partners, fund managers and their shareholders on strategic and financial development, including joint ventures, strategic alliances and M&A.

Strategic Consultancy

Campbell Lutyens provides strategic consultancy to public and private sector institutions, including government organisations and pension plans, on their approach to the private equity asset class, in particular assisting institutions to navigate the alternative offerings of an increasingly wide range of services offered by fund-of-funds managers and gatekeepers.