Pemberton’s NAV Financing strategy provides financing against the underlying value of private equity funds’ performing investment portfolios, primarily in the form of senior secured loans. Our solutions allow the private equity ecosystem to unlock value created in funds post their investment period, which can be used to maximise their return targets.
Our strategy addresses the needs of a large and growing market expected to exceed US$700bn by 2030, which is underserved by banks and a small number of niche providers1.
Pemberton is well placed to address this need, given our sole focus on credit (no competing equity interests), deep private equity sector expertise and extensive private equity relationships. We aim to deepen our position as a core financing partner to the private equity community.
1 Based on Pemberton’s understanding of the NAV Financing competitive landscape.
NAV Financing: A Hypothetical Performance Analysis The emergence of NAV Financing as an alternative private credit instrument in recent years has been accompanied by an increased investor focus on the potential role this new class of instruments can play within a broader private credit portfolio context. There are several reasons why NAV Financing is an […]
A Guide for Private Equity Stakeholder Engagement Net Asset Value (“NAV”) Financing has been a commonplace activity in banks for decades. The financing of the NAV of fund portfolios has been applied to all manner of liquid and illiquid asset classes for many years, including but not limited to equity funds, credit funds (bond or […]
Partner, Head of NAV Financing & GP Solutions
Managing Director, Portfolio Management, NAV Financing & GP Solutions
Partner, Head of Origination, Europe, NAV Financing & GP Solutions
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