Private Market Advisory

Paragon Equity offers liquidity solutions for fund managers and institutional investors in alternative assets with a keen focus on Private Equity and Venture Capital Funds. Paragon also works with founders and senior members of private companies in pursuit of liquidity. Since 2006, our team has facilitated over +$3billion in transactions in the secondary market while working at top-tier investment banks across various asset classes.  These sectors include fixed income, structured products, venture capital, private equity, real estate, and hedge funds.

Paragon Equity offers a comprehensive suite of liquidity solutions tailored for both Limited Partners (LPs) and General Partners (GPs) in private equity as well as hedge funds. The team provides exceptional market access and actionable insights by leveraging our 20+ years of experience and long-standing relationships with founders & industry leaders from the buy side and sell side. 

Secondaries

Limited Partner Solutions

Paragon Equity specializes in secondary advisory in the private markets, offering expertise in:

• Portfolio Sales: Assisting institutions in selling fund investment portfolios by facilitating the sale process, general partner communications, data rooms, and negotiations.

• LP Interest: Finding liquidity for LP Interest in Private Equity funds as well as GP led transactions when the GP restructures or sells assets in the fund to provide liquidity to existing investors or LPs while retaining ownership or management of the assets.

• Secondary Lending: Advising on leverage options and connecting clients with lenders to enhance pricing and liquidity.

• Structured Solutions: Exploring alternatives to direct sales, such as preferences and risk-sharing arrangements, to meet specific client needs.

General Partner Solutions

For general partners, Paragon Equity offers:

• Unicorns and Single Line Sales: Guiding the sale of minority interests in VC backed companies and buyout deals leveraging our global network. Paragon also works with founders or senior members of private companies looking for liquidity in secondary market.

• Portfolio Sales: Advising on the closure of older funds, from evaluation to final sale, with comprehensive support throughout the process.

• Liquidity Options for Limited Partners: Facilitating tender offers and large limited partner replacements to provide liquidity while aligning with long-term objectives. This can be at the fund level or single-asset SPV’s.

• Fund Debt and Follow-On Capital: Connecting managers with debt and equity providers

Paragon Equity tailors the process for each client's unique needs and objectives. The firm leverages it’s global network with investors and money managers to provide clients with exceptional market access and actionable insights.