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Fundraising & Structuring

A blue sphere sitting at the top of a growing graph
Chief executive Harvey Schwartz identified the firm's wealth business as one of its key strategic objectives for 2024.
Paper currencies, courtesy of Getty Images.
Panelists share tips including proactive LP relationships, cross-team support.
A bar chart illustrating returns.
Panelists say fundraising growth can boost bidders and cut pricing spreads.
Driving activity was strengthening pricing, which was helped along by a stabilization in interest rates last year, along with an overall improvement in economic outlook.
Handshake real estate deal
LP-led deals drove the bulk of volume last year and accounted for 55% of total trading, according to data from the investment bank shared exclusively with Secondaries Investor.
Knowing exactly why you want to co-invest, formalizing your strategy and making sure all the key ingredients are built into your program will go a long way toward making you a reliable, sought-after co-investor, write Meketa Investment Group's Steven Hartt and Ethan Samson.  
Continuation vehicles made up around 9% of total PE distributions in 2023 amid sluggish M&A and IPO markets, according to data from Baird.
fundraising
The platform aims to make fundraising more efficient for GPs and investors.
Businessman working with electronic money on a tablet.
Technology-related sales platforms will play a role in the wealth unit's scale-up, according to wealth management chief Raj Dhanda.
'I’m personally spending a fair amount of time in this space,' Carlyle CEO Harvey Schwartz said. 'It’s a big initiative for me.'
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