UBS Private Funds Group
UBS Private Funds Group is one of the largest and most successful global placement agents and secondary market advisors.
We provide global distribution for private equity and infrastructure funds and advise on all aspects relating to fundraising.
We are also one of the leading providers of secondary market advisory services.
We provide global distribution for private equity and infrastructure funds and advise on all aspects relating to fundraising.
We are also one of the leading providers of secondary market advisory services.
Established in 1998, UBS PFG is a global placement agent, focused on private equity, venture, growth equity, energy, private debt, infrastructure, real estate funds and single asset fundraises.
With a fresh and adaptive approach to fundraising, we tailor solutions to the needs of our clients. Our objective is to:
- understand each General Partner's specific issues and requirements
- raise the optimal amount of capital from the most appropriate investor base
- ensure the General Partner's time is used efficiently
Our dedicated team covers the following primary fundraising:
- Leveraged buyouts
- Growth equity
- Distressed
- Venture capital
- Infrastructure
- First time funds
- Spin-outs
- Developed markets
- Emerging markets
- Sector focused funds
- Private debt
- Real assets
With a mandate to provide quality sell-side advice to owners of private investment portfolios, our secondary private equity market advisory practice was established in 2004. Given our extensive transaction experience and global network of institutional relationships, we are well placed to offer our clients the best solutions possible.
Our secondary advisory team leverages UBS's global platform to provide world-class execution, including:
- the sale of limited partnership interests and direct equity stakes
- restructuring / recapitalization of illiquid investment vehicles
- financing of investment portfolios
Our advisory team can also offer General Partners successor funds and end-of-life fund solutions, relying on the expertise of the broader team.
Our advisory experience includes:
- Full and limited auctions
- Synthetic/stapled primary secondaries
- Structured joint ventures
- Leveraged transactions
- GP restructurings
- Stapled financing
Our real estate private capital markets team matches real estate owners, operators and developers with capital partners who have similar investment and operating goals and objectives.
Through an extensive network and longstanding relationships with domestic and international institutional investors, we provide clients with a bespoke, confidential and effective marketing process.
Transactions range from asset and portfolio level joint ventures, recapitalizations, platform investments and take-privates.
Clients that UBS PFG work with include:
- Sovereign wealth funds
- Consultants and gatekeepers
- Public and corporate pensions
- Endowments and foundations
- Family offices
- Ultra high net worth investors
- Insurance companies
- Funds-of-funds
- Banks
- Wealth managers
North America
Kevin Kuryla
Global Head Private Funds Group
Tel: +1-212-821 6819
kevin.kuryla@ubs.com
Secondary
Philip Tsai
Global Head of Secondary
Market Advisory
Tel: +1-212-821 6108
philip.tsai@ubs.com
Real Estate
Damian Taylor
Head of North America Real Estate
Tel: +1 212 821-6082
damian.taylor@ubs.com
Europe
Marc Wursdorfer
Head of EMEA
Tel: +44 20 7568 4297
marc.wursdorfer@ubs.com
Sandro Galfetti
Head of EMEA Secondary Advisory
Tel: +44 20 7568 9085
sandro.galfetti@ubs.com
Charles Favard
Head of EMEA Real Estate
Tel: +44 20 7568 9869
charles.favard@ubs.com
Claire Slora
Business Manager
Tel: +44-20-7568 5894
claire.slora@ubs.com
APAC
Javad Movsoumov
Head of Asia Pacific
Tel: +65-6495 57 27
javad.movsoumov@ubs.com
