• which investments to sell individually and which to bundle in a portfolio
• what buyers to approach as likely to appreciate the investment value
• structuring a competitive bidding process
• negotiating effectively to provide maximum returns

Value Added Benefits:

• Realize immediate proceeds from illiquid private and public investments. Funds may be redirected for strategic purposes.
• Recover approximately 40% of investment losses in the form of tax benefits
• Realize accounting gains at the time of sale
• Clean the balance sheet of previous investment assets held below original cost basis
• Clear the administrative burden, cost and risk of maintaining investments
• Improve the risk profile of the overall portfolio
• Free the investment team to focus on the core investment strategy

U.S. CVG Case Study - Divestitures for a Corporate Strategic Venture Group:

• Managed the divestitures of 15 direct investments with an aggregate original cost basis of $125 million.
• Investments were sold individually to investors with an appreciation for the value returning greater than projected proceeds
• Realized over $40 million of tax benefits, $35 million which would have otherwise expired
• Identified investors to acquire 40% interest in a public entity triggering a public market sale of over $50 million