PODCAST: Is now the time to sell a portfolio?

Mike Custar and Jake Stuiver of White Plains-based secondaries advisory M2O discuss the return of the LP market as a counterweight to GP-led deals.


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The market for GP-led deals has exploded during the pandemic. High transparency to underlying assets made them a lower-risk bet at a time of great systemic uncertainty, in contrast to diversified LP portfolio deals. As the global economy recovers and buyers bump up on their allocation limits on a glut of GP-led deals, the LP market is seeing a resurgence.

In this episode of Spotlight, we examine the bifurcation of the secondaries market with Mike Custar and Jake Stuiver of White Plains-based secondaries advisory M2O Private Fund Advisors and consider whether now is the ideal time to take an LP portfolio deal to market.