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The private equity secondary market has grown significantly in recent years, with increasing acceptance and flexibility, but what is it exactly? Who is involved, and how do these funds operate? Jeff Bollerman has spent years in this evolving aftermarket for private equity interests, where investors can buy and sell stakes in private partnerships. He provides insights into the market’s maturation, the role of professional advisors, the fierce competition among large syndicated funds, and predictions for the future.
“One thing we can be certain of is that this secondary private equity market will continue to grow.”
Jeff Bollerman
| What is the secondary private equity market? [1:35] | |
| How many limited partners (LPs) and how much money is typically involved in a PE fund? [4:28] | |
| How efficient is the secondary PE market? [10:43] | |
| How is the sophistication of the U.S. financial market impacting investment strategies? [14:45] | |
| Is there a pattern to the rate of returns from PE funds? [19:14] | |
| How is the value of a limited partner’s interest in a PE fund determined? [27:48] | |
| Is information available about the secondary PE market and alternative investment funds? [34:34] | |
| What similarities and differences exist between the secondary PE market and a typical M&A transaction? [38:17] | |
| What is a continuation vehicle? [41:10] | |
| Where will this market go in the next 20 to 50 years? [44:50] |
Jeff Bollerman is a Managing Director at Raymond James in the Private Capital Advisory group. Prior to joining Raymond James, he was a founding member of Houlihan Lokey’s Illiquid Financial Assets group, a Director at SecondMarket, Inc., and Head of Private Equity Product Development at Citigroup Global Wealth Management.
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Katrina Nacci, a cross-border accounting advisor, discusses the complexities of converting accounting standards in international M&A transactions. Katrina offers a high-level look at the differences between U.S. and international accounting…
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