Upwelling Research Highlighted in PEI Article
Upwelling Capital Group’s recent white paper, No Country for Old Funds, was recently featured by Private Equity International (PEI) in the article, “Shaking off the stragglers – LPs can benefit from offloading tail-end stakes early instead of holding them to maturity.” The article highlights Upwelling’s analysis of tail-end fund performance and determination that LPs are […]
Launch of new secondaries podcast: “Liquid Courage”
Upwelling is pleased to announce our new podcast series, Liquid Courage, produced in collaboration with David Snow and Pipler Sandler’s Private Capital Advisory Group. The series will cover a wide range of topics tied to the secondary market with insight provided from industry leading guest speakers. For more information on the podcast, visit the Liquid […]
Upwelling Partners Featured on PitchBook’s Allocator Atlas Webinar
On Tuesday September 23rd, Upwelling’s Joncarlo Mark and Eric Green joined PitchBook’s Allocator’s webinar series to share insights from the recently published white paper, No Country for Old Funds. They discussed performance trends of tail-end private equity funds and the expanding role of the secondary market. To learn more and to watch the full recording, […]
The Allocator’s Atlas: No Country for Old Funds, a Pitchbook-Upwelling Webinar on PE Fund Performance
On Tuesday, September 23rd, Upwelling Partners Joncarlo Mark and Eric Green will be featured on PitchBook’s Allocators Atlas Series. The webinar will focus on the topics of private equity tail-end fund performance and the implications of holding versus rebalancing older or underperforming portfolios. Drawing from findings in Upwelling’s recent white paper, “No Country for Old […]
MergerMarket highlights Upwelling research in recent article focused on tail-end fund secondaries
Upwelling Partner, Eric Green, was recently featured in MergerMarket’s article: “Tail-end secondaries surge as LPs step-up pursuit of liquidity in PE portfolios.” The article addresses recent activity in the secondary market, in particular tail-end funds, and the key decision factors that LPS face when considering a sale. Eric shared insights from Upwelling’s research report, “No […]
Axios: Private equity’s tail risk
Axios featured in a recent article, Upwelling’s latest white paper, “No Country for Old Funds.” In the article, Axios highlights key findings form the article, including: Read the full article here.
Upwelling Research Highlighted by PEI: LPs benefit from offloading tail-end stakes early – study
In a recent article, PEI highlighted key findings from Upwelling’s latest research report, “No Country for Old Funds“. PEI underscores that LPs benefit from selling tail-end funds early rather than holding them until they reach maturity. As noted in the article, “An LP that reinvests the proceeds into a first-quartile fund would see their portfolio […]
Upwelling Research Highlighted in PEI Side Letter: Black Hole Fund
As continuation vehicles (“CVs”) become a mainstay of private equity, the market is responding: > LPs are more commonly participating as secondary investors.> Simultaneously, portfolio “black holes” are being left behind in legacy funds where portfolio companies have been transferred into CVs. We were pleased to see Upwelling’s research on this evolving dynamic featured in […]
Private Equity International: It’s never too early for LPs to engage with GPs on clawbacks
There are multiple ways an LP can avoid having to take the last resort route of suing GP over return of paid-out carry. It’s never too early for LPs to engage with GPs on clawbacks (privateequityinternational.com)
Upwelling Capital Group Announces Structured Liquidity Solution to Family Office
Upwelling Capital Group LLC (“Upwelling”) is pleased to announce the completion of a structured liquidity solution (“SLS”) on behalf of a family office for an undisclosed amount. The SLS was provided by Felicitas Global Partners, LLC (“Felicitas”) through its third credit secondaries fund. With the continued evolution of the secondary market, Upwelling provides comprehensive liquidity […]
