SPV & legacy holdings

An SPV or legacy investment vehicle can outlive its original purpose. Acquiring its remaining assets may provide a practical step towards simplifying the structure and bringing its investment journey to a close.

Discuss your holdings

Less administration. More room to move.

This may be relevant if you are considering:

  • An SPV holding one or more long-dated investments
  • Small legacy positions spread across multiple vehicles
  • Ongoing administration that is difficult to justify
  • Stakeholders looking for a simpler route forward

How we approach it

We consider the underlying assets alongside the structure that holds them. We discuss an acquisition with the relevant decision-makers and work with their appointed advisers on transfer requirements. Legal, tax and formal wind-down work stays with those advisers.

We consider opportunities individually. An initial enquiry is exploratory; any acquisition depends on diligence, agreed terms and the feasibility of completing the transfer.

Other situations we consider

Let’s make room for what’s next.

A discreet conversation with a potential buyer. A high-level overview is all we need to begin.

Discuss a portfolio