Secondaries

Monument Group has a strategic alliance with Mozaic Capital Advisors, LLC, of Boston to help institutional investors navigate the growing secondary landscape.

Launched in September 2015, Mozaic Capital is an independent, boutique firm offering full service expertise in secondary transactions. Mozaic Capital works with both large and small institutional investors considering the secondary market for private equity and alternative asset dispositions.

Mozaic’s co-founders, Solomon Owayda and Christine Patrinos, offer a combined 40 years of experience in investing and managing institutional private equity investment portfolios. Monument Group’s principals have maintained a longstanding cooperative history with the founders of Mozaic. With this alliance, Monument Group maintains its focus on private placement for new fund origination while Mozaic offers investors the opportunity to consider a broad range of portfolio flexibility based on its access to a powerful network of secondary buyers strategically identified to maximize value for each transaction.

Both Owayda and Patrinos are registered representatives of Monument Group, Inc., a registered broker-dealer and member of FINRA.

For more information, please visit Mozaic Capital.

Public Pension Fund

Buyout, VC & FoF
$680,000,000
  • Portfolio management of non-core & tail end funds
  • Recommended sale strategy to maximize value
  • Successful in transferring all funds including highly restrictive managers

Fund of Funds

Mid-Market Buyout
$88,000,000
  • Opportunistic sale to maximize portfolio value
  • Competitive process
  • Achieved higher price than seller expected

GP Led Transaction

Real Assets
$30,000,000
  • GP led portfolio asset sale
  • Structured to maximize value and liquidity
  • Innovative structure, first of its kind achieved

Fund of Funds

VC & Buyout
$68,000,000
  • Fund of funds winddown
  • Secondary market utilized for portfolio management
  • Unique structure and deferral to maximize value and speed of liquidity

Family Office

Mid-Market Buyout
$12,000,000
  • Single asset, non-core relationship sale
  • Mozaic conducted extensive DD with GP to drive value
  • Price higher than expected

GP Led Transaction

VC & Growth Equity
$48,000,000
  • GP led tender/restructure
  • Structured to maximize value and liquidity
  • Innovative transaction structure tailored to meet unique client needs