PSG - Fund Sellers

Unlike other intermediaries, we insist on an advisory relationship (formally or informally) before we begin to execute a proposed transaction. This approach allows a clear understanding of our client’s goals and objectives before we proceed with a commitment to assess the prospective sale portfolio. A number of factors drive our assessment, such as market conditions, likely pricing, and how that data holistically compare with our client's goals, objectives, and expectations. Results have consistently exceeded market benchmarks and expectations.

Once we have spent sufficient time with a client to understand needs and objectives, we work together to develop the appropriate strategy or strategies to best achieve these goals.

We view our role as the driving force behind the successful completion of a transaction. Our process is designed to meet the following unique objectives of each seller:

  • Design specially-tailored processes to achieve our client’s goals
  • Provide analysis and research into the value and expected proceeds to be received in the sale of a portfolio
  • Oversee the aggregation, review, organization, digitization, and preparation of documents related to the transaction in order to provide potential investors with complete, secure, information
  • Share the knowledge in our proprietary database of qualified potential investors or counterparties to tailor the most effective possible campaign
  • Leverage the relationships of our fund placement team to identify the most qualified investors
  • Oversee the sales and/or structuring process, working with legal counsel, general partners and potential purchasers to streamline execution and obtain the best economic and strategic results for our clients