Halocline Private
Halocline Private
Halocline Private

Investment Process

1st Contact with HALOCLINE

The Secondary Investments team is interested in discussing all potential opportunities, regardless of size or complexity. The team will either move forward quickly or provide references to other firms.

Portfolio Review

The Secondary Investments team diligently reviews all portfolio-related documents and leverages extensive in-house information to assess the opportunity. All information received is kept strictly confidential.

Analysis & Pricing Indication

The Secondary Investments team commits significant resources to the transaction process. This approach allows HALOCLINE to provide an indication of interest that is both reliable and consistent with the existing investor's time-line and objectives.

Agree on Pricing & Structure

Assuming HALOCLINE’s indicative offer is acceptable, the Secondary Investment team will commit to a final price and structure that meets the existing investors objectives.

Legal Documentation

A purchase and sale agreement is executed between the parties. The Secondary Investments team works closely with the existing investor and counsel to quickly identify and resolve any legal and tax issues.

Closing with Proprietary LP

Closing is typically realized within 4 to 12 weeks from first contact, depending on the complexity of the transaction. The Secondary Investments team is skilled in navigating the transfer process that leads to certainty of closing.