Private Credit Secondaries and Liquidity Solutions

Private Credit Secondaries and Liquidity Solutions

Liquidity is a strategy, not a miracle. We advise investors, fund managers, and credit platforms on secondary sales and liquidity outcomes across private credit, including LP interest sales, credit portfolio exits, and GP-led continuation paths. We package the file, build the buyer list, run a controlled process, and support diligence through closing. For context on our broader private credit work, see Private Credit and Private Credit Financing for Middle Market Companies.

Secondaries processes win on clarity: clean asset data, documented rights, a real buyer universe, and a timetable that keeps momentum. We build a lender and buyer grade package, align valuation and transfer mechanics, then run outreach and Q&A until you have executable options. The credit secondaries market has been expanding, with more dedicated capital and more GP-led activity. For one credible market note on this trend, see Jefferies’ coverage: Credit Secondaries and Continuation Vehicles.

Full Scope Advisory and Placement

Feasibility and Strategy

  • Define the outcome: liquidity, de-risking, duration reduction, or portfolio reshaping
  • Map legal and economic rights: transfer restrictions, consents, side letters, and fees
  • Identify the best route: LP sale, portfolio sale, or GP-led continuation style process
  • Build a time-boxed plan around approvals and buyer diligence reality

Asset Data and Packaging

  • Asset tape build: exposures, yields, covenants, collateral, and performance metrics
  • Portfolio narrative: credit posture, risk drivers, concentration, and monitoring
  • Valuation inputs: cash flows, expected recoveries, and scenario logic where relevant
  • Diligence materials: policies, reporting history, and servicing or monitoring overview

Buyer Process Management

  • Curated buyer universe: secondaries funds, credit funds, insurers, and specialist desks
  • NDA flow, controlled data room access, and tracked Q&A workflow
  • Indications and bids comparison focused on certainty, terms, and closing friction
  • Timetable discipline tied to approvals, consents, and signing milestones

Closing Support

  • Coordinate transfer documentation, consents, and settlement logistics
  • Support reps and warranties discussions and information schedules
  • Align counsel, administrators, and counterparties through execution
  • Post-close handover: reporting setup and monitoring cadence where relevant

If your portfolio includes sponsor-backed loans or acquisition debt, see Private Credit for Small Business Acquisitions. If your exposures are real estate-linked, see Real Estate Financing and Bridge Loans for Real Estate Investors.

Transactions We Coordinate

  • LP interest sales in private credit funds and credit-focused vehicles
  • Sale of whole loans or loan pools, including documented servicing and reporting history
  • Credit portfolio exits and recapitalizations where risk reduction is the goal
  • GP-led continuation solutions for residual portfolios and longer-duration assets
  • Structured liquidity paths where transfers require staged approvals and consents
  • Buyer outreach processes with controlled data room access and tracked Q&A

If you are preparing the file for institutional underwriting standards, see how private credit deals are underwritten and the controls lenders expect.

Eligibility and Dossier

Best Fit

  • You can provide a clean asset tape and portfolio history, not a narrative-only pitch
  • Transfer and consent mechanics are documented and manageable within a timetable
  • You want executable options, even if pricing requires trade-offs
  • You can support diligence, including data access, reporting, and legal documentation

Core Dossier

  • Fund or portfolio overview, structure chart, and key agreements or side letters
  • Asset tape: exposures, terms, collateral, covenant position, and performance
  • Monitoring and reporting history, plus servicing or agent arrangements where relevant
  • Consent requirements, transfer restrictions, and approval timeline assumptions
  • KYC and AML pack for seller entities and beneficial owners as required

Process

Intake

Mandate signed. We confirm the target outcome, transfer constraints, consent needs, and decision timeline.

Package Build

We build the asset tape, credit narrative, and data room structure, with a checklist aligned to buyer diligence.

Buyer Strategy

We define the buyer universe, outreach sequence, and information release rules so the process stays controlled.

Indications and Diligence

We manage Q&A, track indications and bids, and support term negotiations based on real close risk, not optimism.

Close

We coordinate documentation, consents, and settlement through closing and handover.

Pricing Guidance

  • Advisory retainer from USD 59,500 based on asset complexity, data readiness, and timetable
  • Placement fees and transaction economics are confirmed in the engagement letter and depend on the executed structure
  • Third-party costs may include legal drafting, fund admin support, data verification, and reporting vendors
  • Final scope is confirmed after dossier review and transfer mechanics are mapped

If the tape is messy or transfer rights are unclear, buyers price that risk aggressively. Clean data and clear rights protect value.

Request a Secondaries Liquidity Plan

Share your portfolio summary, tape, key agreements, and target outcome. We respond with feasibility, next steps, and a controlled process plan.

Include your timeline, any required consents, and whether you want a straight sale, a staged exit, or a continuation-style route. We act as advisor and arranger. Where regulated execution is required, we coordinate through appropriately licensed counterparties.

Request A Quote

All transactions are subject to KYC and AML, sanctions checks, counterparty approvals, diligence, and signed agreements. No offer of securities is made. Financely does not guarantee pricing, liquidity, or closing outcomes.

Financely acts as advisor and arranger. We are not a bank and do not take deposits. Financing and liquidity outcomes depend on buyer and counterparty approvals, diligence results, legal documentation, transfer restrictions, and performance of all parties. Nothing here is a guarantee of liquidity, pricing, or closing.