Portfolio Advisors

Today we remember those who gave their lives in defense of the U.S.A. We honor and thank them for their selfless dedication. Happy Memorial Day!

Join us at the SuperReturn International event in Berlin next month! Portfolio Advisors is pleased to return to the conference with several investment professionals in attendance, including: Michael Chen (Direct Co-Investments) Sasa Gajic (Client Solutions DACH) Greg Garrett (Co-Head Primaries) Patrick Gerbracht (Co-Head LP Secondaries) Briac H. (Head European Secondaries) Rainer Ott (Primaries Europe) Alexander von Wolffradt (Head Client Solutions EMEA) Please feel free to reach out personally to arrange a meeting. We look forward to seeing you June 4-7! More here: https://lnkd.in/eXS9cFm #alts #privateequity #middlemarket

We look forward to Singapore Venture & Private Capital Association’s annual conference this week, where Portfolio Advisors' Michael Liu (Managing Director) and Weibo Xiong, CFA (Senior Vice President) will be in attendance. The conference, entitled “Restoring Equilibrium - Seeking balance in a turbulent world,” will take place May 16th at Fairmont Singapore. We look forward to meeting you there! More here: https://lnkd.in/deGCXAhV #alts #privateequity

Recently, our Portfolio Advisors and FS Investments colleagues gathered to serve the local community in Norwalk, CT at Filling in the Blanks. Members of several teams across the firm joined in preparing and packaging bags of food for nearly 1500 children in need. Filling in The Blanks, a local non-profit organization, fights childhood hunger by providing weekend meals to children in the community. We are happy to join with our friends at Filling in the Blanks once again, and proud to partner with such a force for good in the community! #community #givingback

Are new alternative investment strategies performing well in the current market? Learn more as PA’s Elizabeth Campbell (CIO) explores this topic in depth at Private Equity International's Women in Private Markets Summit North America, along with a panel of women leaders in the industry. The panel will take place May 15-16 in New York City and explore case studies from the past 12 months, covering topics such as emerging manager fundraising in a tough market and laying the groundwork for lasting success. More here: https://lnkd.in/gcN8iuxc #privateequity #alts #WIPMNA2024

Portfolio Advisors' Dallas office recently stepped away from their desks and into the heart of the community, volunteering with the North Texas Food Bank for a “Pack and Box” event. The team joined a diverse group of community volunteers to sort, bag and box food for those in need across North Texas. We are proud to partner with North Texas Food Bank in their commitment to making a difference. We congratulate them on their steadfast effort to fight hunger in the region! #Teamwork #CommunityImpact #Volunteering #DallasGivesBack #NorthTexasFoodBank

Congratulations to Nautic Partners LLC and its portfolio company, Vallen, on their successful acquisition of Wesco International’s (NYSE:WCC) subsidiary, Wesco Integrated Supply. Portfolio Advisors supported Nautic Partners LLC and Vallen by leading the junior debt financing and providing additional equity capital. Vallen is an industry leader in delivering flexible supply chain solutions and services along with a comprehensive range of maintenance, repair, operating, production, safety and electrical products to meet the growing supply needs of customers in facilities across North America and Europe. Founded in 1986, Nautic Partners LLC is a middle-market private equity firm that has managed over $9.5 billion of equity capital spanning three decades. Portfolio Advisors’ flexible credit capabilities focus on providing solutions to leading middle-market private equity sponsors and their portfolio companies. This is the first investment that PA has made in partnership with Nautic Partners LLC. #privatecredit #alts

This week, Jeffrey Cho (Managing Director, Real Estate) will be speaking at The Annual 2024 event hosted by With Intelligence - Pension Bridge. With a wealth of knowledge built over 20 years of experience in private markets, Jeff will share his insights on topics like identifying asset repricing opportunities, investment-driving "diamonds in the rough," and opportunities private equity-led acquisitions present for asset owners. More here: https://lnkd.in/g8C5hy65 #alts #realestate #privaterealestate

Portfolio Advisors' Christian Peiffer, Alexander von Wolffradt, and Sasa Gajic will be attending the Bundesverband Alternative Investments e.V. Investor Conference from April 23-24. The conference will gather institutional investment professionals together from across Europe, facilitating discussions and connections throughout the industry. Portfolio Advisors will be at booth 25 at the conference-- we look forward to meeting and connecting with you in Frankfurt! More here: https://lnkd.in/ePEZ_QXV

The secondary market for private equity (PE) presents potential opportunities for differentiated returns, diversification and exposure to companies driving economic growth. Get an in depth primer on PE in the latest report from the investment research team: https://lnkd.in/eXS8hdDx