Portfolio Solutions

PEFOX offers tailored advisory services for limited partners seeking comprehensive portfolio management solutions, encompassing the most sophisticated structures available, with a focus on optimizing portfolio management in private equity to meet the specific needs and goals of our clients.

Our process is start-to-finish and includes everything from the initial conceptualisation of a sale all the way through to final completion and transfer.

In a typical process, PEFOX would provide initial advice on portfolio composition, manage confidential materials, construct a secure data room, market selectively to pre-qualified buyers, negotiate with interested parties to drive the best value and manage the legal documentation in coordination with legal counsel

  • Traditional secondaries
  • Structured secondaries (deferred payment, earnouts)
  • Preference equity
  • Hybrid preference equity (proprietary to PEFOX)
  • Portfolio lending
  • Portfolio securitisation
  • Insurance solutions (proprietary to PEFOX)
  • Hedging and synthetic sales (proprietary to PEFOX)

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