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Orix has come up with this idea which has never been done before. It's called GP Solutions. Basically it means they offer different types of liquidity solutions to GPs such as fund restructurings (GP-led), NAV loans, pref equity, acquisition financing. It's never been done before and is a completely fresh take to the market. All hail Orix. 😂
I thought NAV loans are quite common and have been around for a long time?
What are t hey doing on the fund restructuring side?
I was being sarcastic. They're a bucket shop
Can’t speak to funds specifically $1B, but there are some groups that do pretty interesting hard asset acquisitions. Buying plane engines, shipping boats, very specialized machinery (like only 1 or 2 of these machines exist in the world). It’s an interesting strategy that makes you think quite differently about investing than buying, for example, a company. A few MFs have groups like these (they might not be exclusively hard asset acquisition, but they do a lot of it)
Great thread. Something I have been thinking about a lot recently. Frankly I don't have much to add as I have found most firms follow the same vanilla strategy and compete on price. I'd imagine the way to win in the LMM is through prop sourcing / data ? Has anyone seen any funds / vendors approaching this in a unique way ?
Alternatively I have seen some guys focus the operating side in turnaround deals ( digital systems / ops teams ) but this isn't particularly unique.
It really is concerning how little differentiation exists in the PE space.
Yeah it's really funny given what PE looks for when it buys a business.
It's surprising how many funds say the same thing, and are essentially the same thing...and all founded by people from the same ~10 OG PE firms lol.
This is obviously becoming way more difficult as vanilla PE has become more competitive, which is why I'm curious to see what firms are doing things differently, especially in LMM/MM where it's a bit more viable to be different...
Buyouts targeting orphaned venture-backed companies is an interesting one (post Series A/B). Obviously 8/10 companies will be complete garbage, but from what I've seen the good ones have real revenue scale, solid customer retention, and very obvious operational levers to pull -- the dislocation lies in their existing VCs being completely tapped out after over-allocating at ridiculous valuations in 20/21/22. Curious to hear your thoughts.
I know so many people doing this now. Where a "solid" cash flowing business was built, but the VCs want out as it's a loss for them. It's not a bad idea, but I don't think anything is actually trading for "super cheap".
Lone View Capital, Alta Fox
What's unique about Lone View Capital outside of being a GGC spinoff?
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