Why Sell: For Financial Institutions

Financial Institutions may decide to participate in a secondary transaction for a number of reasons, including but not limited to:

  • Rebalancing or reallocating a portfolio
  • Meeting changing capital reserve requirements
  • Removing non-strategic assets from consolidated balance sheets
  • Disposing of orphaned private equity assets
  • Spinning out captive general partner teams that are no longer core or strategic
  • Rationalizing portfolios in light of merger and acquisition activity

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