Deep Discounts in Carveouts and Secondaries; Who's Hunting?
Stagflationary pressures are fueling NAV-based loans, secondaries, strip sales, and continuation vehicles with some transactions happening at deep discounts. Are you working with specialized brokers or liquidity providers focused on carveouts or secondaries? Any underrated deal origination strategies you’ve had success with? We’re even digging into 13D filings Curious how others are navigating this and I am happy to cross notes.