Atlantic Pacific's Limited Partner Advisory Group is dedicated to presenting investors the best-in-class private equity portfolio management advice. As advisors, we work alongside limited partners to provide them with the analysis, tools and expertise for them to actively manage their private equity portfolios and achieve their strategic objectives. The range of services includes:

 

  • In-depth portfolio review including top-down and bottom-up analysis of fund managers and portfolio companies
  • Analysis of historical and projected deployment of capital at the investment and portfolio level
  • Current portfolio valuation and future cash flow projections from funds, co-investments and secondary investments
  • Recommendations for active portfolio management strategy to achieve target portfolio
  • Management and execution of a customized secondary sale process tailored to specific client goals while maximizing proceeds through formal processes

 

The professionals in the Limited Partner Advisory Group offer unique advisory insight having had served in senior positions at leading private equity investment firms and investment banks throughout their careers including DuPont Capital Management, Credit Suisse, Goldman Sachs, Barclays Capital and Bear Stearns. The team has over 40 years of portfolio management and monitoring experience, having advised public and corporate plan sponsors, financial institutions, endowments and foundations and family offices. The team has extensive experience, having completed over $3.0 billion in secondary and primary transactions.