• About Us
  • The Firm
  • The Team
  • Advisory Board
  • Mission and Values
• Private Equity
  • Investing in Private Equity
  • Challenges
• Liquidity Solutions
  • Secondaries
  • Structured Solutions
• Asset Management Solutions
  • Investment Management
  • Risk Management
  • Portfolio Management
• Information Center
  • Client Access
  • Articles
  • Press Releases
  • Research
  • Events
• Contacts

Secondaries

While secondaries can have similar return characteristics as primary private equity investments, the risk profiles differ: with secondaries there is usually less capital tied up and this capital is distributed back to investors more quickly. This mitigates the J-Curve effect of private equity investments. Further, secondary investments can be used to improve portfolio diversification by tailoring investment programs to improve vintage year, industry, manager or geographic diversification, to name a few. For these reasons secondary investments have constantly become more popular among investors over the last couple of years.

Montana Capital Partners’ activities aim to offer investors customized access to secondary investments that currently can only be accessed through dedicated in-house teams or closed-end fund strategies often targeting the larger end of the market. Montana Capital Partners’ team has a proven ability to operate successfully in the private equity secondary market. The firm’s secondary activities benefit from the substantial experience, relationships and knowledge base of the team in sourcing, evaluating and executing secondary transactions ultimately generating attractive risk-adjusted returns.

Montana Capital Partners’ programs are tailored to the investors’ risk profiles and liquidity requirements and help investors design, construct, invest and monitor their secondary programs to achieve a common goal: superior risk-adjusted returns.