Corporate Vision June 2017

62 CORPORATE VISION / June 2017 , Campbell Lutyens is an independent alternative asset advisory firm founded in 1988 focused on fund placement and secondary advisory, and enjoyed the honour of receiving the American Advisor of the Year 2017 accolade, as part of the Corporate Support Awards. We profiled the firm to find out more about what their 100 international executives, advisors and staff do. Broad-Ranging Expertise in Private Equity The firm’s staff have global and broad- ranging expertise in the private equity, private infrastructure and private debt sectors. In its fund placement practice, it raises capital globally from limited partners and provides specialist advice to general partners. In its secondary advisory practice, it provides limited partners and general partners with liquidity solutions through the sale or restructuring of portfolios of fund or direct investments. The firm has offices in London, New York and Hong Kong and comprises a team of over 100 international executives, advisors and staff with global and broad- ranging expertise in the private equity, private infrastructure and private debt sectors. Global Fund Placement Tailored fundraising approach - Campbell Lutyens has been raising funds for private equity and infrastructure clients since 1990. The firm takes on a limited number of assignments each year, preferring to work on a tailored basis with each mandate specified and executed to best suit its client. Global coverage - The firm has a thorough knowledge of, and established relationships with, the principal North American, European, Middle Eastern, Asian and Australian investors and interacts with them on its clients’ behalf in an independent and confidential manner. Solutions-orientated placement capabilities - In addition to raising capital expeditiously, Campbell Lutyens adds significant value at every stage of the fundraising process, including the provision of: • Detailed pre-marketing strategies; • Industry-leading marketing materials; • Due diligence preparation and co-ordination, and market insight; • Positioning and terms negotiations and; • Tailored investor relations programmes. Integrated advisory work The firm’s integrated placement, consultancy and secondary advisory work sets Campbell Lutyens apart from other advisers, with core LP relationships and a more thorough understanding of what it takes to build a leading private equity business and attract the best institutional support. Secondary & Advisory Aa a uniquely positioned specialist secondary advisory firm, Campbell Lutyens acts for institutions wishing to actively manage their private equity, private debt and infrastructure holdings by selling portfolios whether they be direct portfolios, fund portfolios or hybrid portfolios and with or without managers. Campbell Lutyens advises on the strategic options, the optimal sale strategy, the secondary offering, the transaction structure, the payment terms as well as manages the auction process by co-ordinating the marketing process, the legal process, datarooms and the production of marketing materials. It also advises on key negotiations with transaction counterparties and third-parties such as fund managers and their advisors. Campbell Lutyens assists investors to achieve best value for their portfolio of assets efficiently and discreetly, having successfully completed some of the largest global secondary transaction ever closed for private equity, private debt and infrastructure portfolios. With a unique independent, primary and secondary focused global footprint, supported as required by its primary and infrastructure specialists, Campbell Lutyens 18 strong professional secondary advisory team has a track-record of advising on a range of global secondary transactions as described further on this page. Fund & direct portfolio secondary sales Campbell Lutyens advises institutions on the sale of portfolio comprising a few to hundreds of underlying assets, local or global assets, relatively recent or more mature assets, concentrated or diversified portfolios. Portfolios may include assets with the same investment strategy i.e. Buy-out, Venture, Integrated Finance, PPP/PFI, Energy, etc. or a truly diversified mix of strategies. Campbell Lutyens has advised on the sale of thousands of limited partnerships / funds / fund of funds / co-investments and portfolios of direct interests including both classic and highly complex transactions. In addition, Campbell Lutyens advises on the sale of single / large / cornerstone funds interests when they are to be divested from a balance sheet, a third-party investment program or a third-party client feeder fund. Those transactions may be run as a straight secondary sale or as a liquidity offering as described below and with or without structuring. Manager led liquidity secondary offerings Campbell Lutyens provides advice to both institutional investors and managers (General Partners / GPs) on the restructuring, renegotiation, refocusing or resizing of global private equity, private debt and infrastructure funds. Campbell Lutyens’ approach to manager led transactions includes thorough analyses of all stakeholder interests, evaluation of potential options and negotiations between various counterparties. Furthermore, Campbell Lutyens advises on the associated 1701CV08