Services for Institutional LP’s, Private Equity Direct Investors, Financial Services Firms & Corporate Investors

Over the past several years, a new approach to alternative asset investing has developed. This new approach utilizes the divestment of both LP Interests in the GP’s of Buyout Funds; Venture Capital Funds and other Private Equity; and Alternative Asset Vehicles, as well as the Divestments of Stakes in Portfolio Companies (Direct Secondaries) on the Alternative Asset Secondary Market as useful and accepted tools in achieving Private Equity Portfolio Strategic Objectives. These Strategic Objectives include:

  • Paring down excess manager relationships to focus on core manager relationships
  • Rebalancing of asset allocation models and portfolio sectors
  • Rebalancing of vintage year weightings to free up capacity for newer vintage year funds
  • Creating administrative efficiency by trimming non-core positions
  • Maximizing portfolio returns with timed divestments
  • For Corporate Investors & Financial Services Firms - Freeing up resources for core strategic goals by seeking new sources of liquidity from a non strategic Alternative Assets Portfolio

Azla Advisors help its clients plan and execute these strategic objectives by optimally leveraging the Secondary Market with the following services: