Providing advisory and valuation services to GPs, LPs and private companies.

Secondary Private Equity Advisory

Our secondary advisory team has over $2 billion of private equity transaction and investing experience.  Our team has combined backgrounds in principal investing, investment banking, capital raising, fund placement, and legal advisory which helps us understand the private equity market from all angles in the market.  We have strong relationships with both secondary funds and traditional limited partners who currently have over $35 billion to invest in secondaries.  We seek to partner with institutions seeking unbiased advice to help them navigate the secondary market as a trusted advisor.

Value-Added Advisory Services

We seek to partner with buyers and sellers of fund positions to help them create customized solutions using secondaries as a portfolio management tool.  Our team will handle every stage of the process which includes the following steps:

  • Portfolio Review
  • Secondary Market Valuation (Top-Down & Bottoms-Up)
  • Strategy and Structuring
  • Marketing Preparation
  • Buyer Identification
  • Due Diligence and Closing

Flexible Advisory Solutions

We understand that many limited partners (LPs) and general partners (GPs) are sensitive to the costs involved in a detailed sell-side process.  As a result, Scalar offers flexible advisory services that balance a client’s interests between cost and probable returns.  Whether you are a committed seller that desires a first-class sell-side process or an undecided seller who would simply like to test the market with no upfront costs, Scalar can tailor its advisory services to match the needs of the seller.

To inquire about secondary services, e-mail us or fill out our online contact form

Documents:

Private Equity Secondary Market Valuation Analysis [PDF]

Secondaries Valuation Model [PDF]