The Institutional Limited Partner @holistic_pm
Institutional Investor. Private Markets (PE, PD, Infra, Real Estate): €1Bn+ invested. Primaries & direct Secondaries. Sharing insights on markets, deals & GPs Paris, France Joined April 2020-
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🚨Opportunity - Direct co-investment opportunity (no fee, no carried interest) in a company we invested in 3 years ago. Key characteristics : Maritime / Shipping industry 🚢 Modern and eco fleet of Gas Carriers and Offshore Wind Service vessels long-term chartered to IG blue…
The current state of the secondary market is summed up by a broker in his Q3 market update 👉”For years, venerable institutional secondary managers have enjoyed rich returns, underpinned by disciplined underwriting. Those times are over. Performance has been sacrificed on the…
I’ve often said that evergreen funds are distorting secondary pricing and overpaying, especially for LP-led deals. But here is the evidence from Evercore. Evergreens are overbidding by up to 25% point above traditional closed-end secondary players. That is going to end in very…
Thanks god, the market is healing!
In the last 12/18 months, I’ve also noticed a clear trend regarding GP-led. It is the penetration of continuation vehicles in the lower end of the market. Once reserved for UMM/ large cap companies, they’re now adopted by MM or LMM players.
In the last 12/18 months, I’ve also noticed a clear trend regarding GP-led. It is the penetration of continuation vehicles in the lower end of the market. Once reserved for UMM/ large cap companies, they’re now adopted by MM or LMM players.
Apollo is buying Athletico Madrid from Ares, which makes a stellar return on its 2021 investment. Here are some peers comp deals in the European Football universe
Secondaries fundraising broke a record in H1 2025, $80Bn were raised!
I will add that endowments mostly invest in brand-name GPs, which are « flow names » in the secondary market. They are literally priced by all the market participants. People have no clue how competitive the market is for this type of LP stakes. There are secondary players out…
I will add that endowments mostly invest in brand-name GPs, which are « flow names » in the secondary market. They are literally priced by all the market participants. People have no clue how competitive the market is for this type of LP stakes. There are secondary players out…
A STORY OF LEVERAGE—I attended the AGM of a lower mid-cap PE fund today and had a fascinating talk with the founder of one of the portfolio companies. He told me how being unlevered allowed him to crush his competition during a market downturn. In 2010, the guy founded a…
I know a guy who owns a bunch of good quality real estate in Paris, portfolio appraised by « independent valuation » firms like CBRE, JLL… Needed liquidity —> gave sell mandate to CBRE and others… The best bid he received was 20% below the lowest mark…
PAI Partners exiting Froneri through a second continuation fund A CV on a CV…
Private equity firm ads on tennis player jerseys is the new normal! And congrats to her, of course!
Private equity firm ads on tennis player jerseys is the new normal! And congrats to her, of course!
I just learned through a secondary process that Jeff Bezos’ brother is running a PE firm. His latest company acquisition is: « an e-commerce agency accelerator providing marketplace management services primarily through the Amazon Marketplace. » What a coïncidence! 😏
I talked with a friend who founded a highly successful LMM PE firm. He recently ran a dual-track process, traditional exit vs. continuation fund, through Rothschild & Co. for one of his portcos. He got exactly the same pricing from both Primary PE funds or Secondary GP-led…
No sub-asset class seems immune to the spread tightening in private credit. Below are NAV Loan to Fund of Funds spreads per AXA IM.
Good illustration from Siguler Guff of what the average Lower Mid Market deal looked like for the last 20 years
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