Having Decided to Rebalance a PE Portfolio—Now What? Considerations for LPs Contemplating a Secondary Sale

In this Ropes & Gray podcast, asset management and tax attorneys Isabel Dische, Adam Dobson and Dan Kolb discuss some considerations for institutional investors who are contemplating a secondary sale and some steps they can take to facilitate a portfolio rebalancing. Their discussion covers, among other things, a brief explanation of why an investor may want to pursue a secondary sale, typical deal processes and certain considerations LPs will want to keep in mind, how to reduce deal execution risk and certain key tax considerations.