EFTA Document EFTA01451806
SOF III - 1081 Southern Financial LLC Evolution from distressed sellers to motivated sellers Lips seeking to rebalance portfolios, reduce GP relationships, manage liquidity Seller waves' Liquidity, strategic shift De-leverage / reduce unfunded liabilities To date2 HNWI and family offices 0 Listed vehicles foundations and endowments Increase capital ratios/ reduce risk weighted assets Re-balancing portfolios LP fatigue Expected Banks and financial institutions Pension plans 20
Summary
SOF III - 1081 Southern Financial LLC Evolution from distressed sellers to motivated sellers Lips seeking to rebalance portfolios, reduce GP relationships, manage liquidity Seller waves' Liquidity, strategic shift De-leverage / reduce unfunded liabilities To date2 HNWI and family offices 0 Listed vehicles foundations and endowments Increase capital ratios/ reduce risk weighted assets Re-balancing portfolios LP fatigue Expected Banks and financial institutions Pension plans 20
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