Advisory Support to Construct a Distressed and Special Situations Fund
Business Situation
Our client specializes in venture capital and leverage buyout investments.
The client was seeking advisory support to construct a distressed and special situations private-equity fund portfolio.
The client was also looking to identify potential investors for the fund.
SGA Support
Worked with the client to develop an investment strategy focusing on ticket size, sector, profitability, target geography, fund size, etc.
Performed comprehensive analysis of funds focused on distressed debt and special situations ranging from purchasing oversold loans and bonds of firms with healthy balance sheets to acquiring assets at deep discounts due to cash flow issues.
Identified LPs and investors with a particular affinity toward investing in distressed and special situations funds using data sources, such as Preqin and Pitchbook, and past deal information.
