M2O’s dedicated secondary team has decades of experience working at premier investment banks. Our deep industry knowledge and unparalleled market relationships give M2O an informed perspective, and our clients a competitive advantage, that has resulted in successful and efficient outcomes across all of our mandates.
Our secondary advisory business develops customized solutions designed to maximize results both for GPs seeking to recapitalize assets, realign economic incentives and create liquidity solutions for their investors, and for LPs seeking to monetize or rebalance a portfolio of private equity investments.
For Our GP Clients
For our GP clients, the secondary market represents an opportunity to recalibrate and extend economic opportunities, all while navigating conflicts of interest. Our advice is informed by our primary fundraising backgrounds, and our perspective on the importance of the GP-LP relationship, as we seek to create fair solutions that result in long-term success by evaluating counterparty objectives, promoting transparency and designing tailor-made solutions that optimize outcomes.
Continuation Funds and Fund Restructurings
Transferring high quality, mid-fund life assets, or a portfolio of tail-end assets to an affiliate vehicle a GP continues to manage
Replacement Capital Solutions
Replacing non-supportive LPs through a secondary transaction involving legacy LP interests with a staple commitment into a new fund
Support Capital Solutions
Raising fresh capital at an asset or fund level to support current and future growth initiatives
Spin-Outs and Spin-Ins
Selling a portfolio of assets in a spin-out or spin-in transaction designed to establish a new firm or new platform in an existing organization
Portfolio Company Shareholder Liquidity Solutions
Acquiring additional equity interests in an existing platform company from unaffiliated shareholders to increase a GPs AUM
Selling a strip of equity interests in a portfolio of assets to rebalance exposure and/or improve DPI
For Our LP Clients
For our LP clients, M2O is led by seasoned industry veterans who are no longer bound by the mandate restrictions of large-scale investment banking platforms. Every mandate is important to us, regardless of size, and our reputation as one of the most thoughtful and active advisors in the market continues to produce successful outcomes for our clients.
Selling single LP interests or a portfolio of LP interests
Selling a strip of LP interests in a transaction designed to rebalance exposure and/or generate accelerated liquidity
Securitizations or Recapitalizations
Raising capital through a structured transaction solution designed to accelerate liquidity, while also retaining upside
Identifying a JV partner to raise cash, retain upside and relieve the administrative burden of continuing to manage a portfolio of LP interests