Deep Discounts in Carveouts and Secondaries; Who's Hunting?

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July 29, 2025

by a searcher in New York, NY, USA

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.
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commentor profile
Reply by an intermediary
from The University of Chicago in Chicago, IL, USA
Economy has seen much worse situation than this one. Think of Covid as an example. Private company sellers have a choice of waiting out or dealing with a buyer who respects long term viability. Deal dynamics is different if it involves institutional capital.
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Reply by a searcher
from University of Amsterdam in Loenen aan de Vecht, Nederland
So what is your approach? Are you in the market to buy?
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