continuation vehicles

4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement May 2, 2024 by Alex Abell · across every show →

Everything said about continuation vehicles, oldest first

May 2, 2024 negative

Opinion

Alex Abell: Many GP-led continuation vehicles suffer from significant conflict issues

“Now, we see tons of these things, and many of them have significant conflict problems. They have significant issues around structure and alignments.”

Alex Abell May 2, 2024 ▶ 39:35 Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)

Jun 3, 2024 positive

Prediction Not checkable as stated

Fink: Private equity continuation vehicles and NAV loans are not going away

“I had an aha moment recently where I think these are going to become more and more parts of the universe going forward. They're not going away.”

Anne-Marie Fink Jun 3, 2024 ▶ 54:36 Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)

Feb 10, 2025 neutral

Insight

Charles: PE buyers are now suspicious of assets sold without continuation vehicles

“Well, now, if I'm a sponsor, and I'm getting a book from another sponsor, and they're not CV-ing it, I'm a little suspicious.”

Ian Charles Feb 10, 2025 ▶ 34:39 Ian Charles - Private Equity's New Rules (EP.431)

May 29, 2025 positive

Assertion Not checkable as stated

Madorsky: Post-2022, LPs shifted focus from top valuations to liquidity

“But beginning in 2022, where liquidity really dried up in the market, limited partners recognized the value of the secondary market to drive liquidity in their portfolios. So, rather than saying, we don't feel like we're getting top dollar, I think a lot of li…”

Jon Madorsky May 29, 2025 ▶ 30:24 Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)

continuation vehicles

Everything said about continuation vehicles, oldest first

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