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Carl Losito
Tech & AI
9mo
Continuation Vehicles or GP-led secondaries are no longer niche — and they were never created equal. As momentum builds, it’s worth asking: Are all CVs structured with the same intentions?
Headline numbers can be misleading. A $3B CV might hold one trophy asset or twenty mixed ones. And if the NAV is $5B, that $3B price tag hits differently.
Specialization is also accelerating — with bespoke CVs emerging across private credit, infrastructure, and more. This isn’t a one-size-fits-all market.
And don’t overlook the lead investors. Top-tier managers continue to dominate, and their involvement often signals quality.
Thoughtful valuation of the asset basket is more important than ever. If you're interested in learning more or want to discuss how BRG Valuation can help, feel free to drop me a note.
#PrivateEquity #Secondaries #PrivateCredit
13 pages
22
Carl Losito
Tech & AI
9mo
Continuation Vehicles or GP-led secondaries are no longer niche — and they were never created equal. As momentum builds, it’s worth asking: Are all CVs structured with the same intentions?
Headline numbers can be misleading. A $3B CV might hold one trophy asset or twenty mixed ones. And if the NAV is $5B, that $3B price tag hits differently.
Specialization is also accelerating — with bespoke CVs emerging across private credit, infrastructure, and more. This isn’t a one-size-fits-all market.
And don’t overlook the lead investors. Top-tier managers continue to dominate, and their involvement often signals quality.
Thoughtful valuation of the asset basket is more important than ever. If you're interested in learning more or want to discuss how BRG Valuation can help, feel free to drop me a note.
#PrivateEquity #Secondaries #PrivateCredit
13 pages
22
Carl Losito
Tech & AI
9mo
Continuation Vehicles or GP-led secondaries are no longer niche — and they were never created equal. As momentum builds, it’s worth asking: Are all CVs structured with the same intentions?
Headline numbers can be misleading. A $3B CV might hold one trophy asset or twenty mixed ones. And if the NAV is $5B, that $3B price tag hits differently.
Specialization is also accelerating — with bespoke CVs emerging across private credit, infrastructure, and more. This isn’t a one-size-fits-all market.
And don’t overlook the lead investors. Top-tier managers continue to dominate, and their involvement often signals quality.
Thoughtful valuation of the asset basket is more important than ever. If you're interested in learning more or want to discuss how BRG Valuation can help, feel free to drop me a note.
#PrivateEquity #Secondaries #PrivateCredit
13 pages
22