NAV Financing – An Opportunity for Insurance CIOs

The rise of NAV financing for private equity buyout funds is drawing the attention of insurance company chief investment officers due to the attractive risk/return characteristics and strong structural credit protection features in a nascent and fast-growing asset class.

Providing cross-collateralised loans against portfolios of seasoned assets owned by PE sponsors (through funds with a diversified holding of usually around 10 portfolio company investments), NAV financing in the buyout arena is accelerating quickly amid growing awareness and adoption of the instrument by both GPs and LPs as a highly flexible tool that can be applied to a myriad of capital, liquidity, and value creation objectives.

NAV finance offers a range of compelling risk/ reward features for insurance allocators and other fixed-income investors that make the asset class appealing either as an adjunct to, or as an alternative to, other public and private debt offerings – providing highly attractive returns on an absolute and risk-adjusted basis.

Download NAV Financing – An Opportunity for Insurance CIOs

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Thomas Doyle

Partner, Head of NAV Financing & GP Solutions

Tom is a Partner at Pemberton, leading the firm’s NAV financing business. He joined in 2022 and prior to this, he was a Partner at 17Capital in London.

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