The secondary market is growing at great speed; investors’ previously issued financial securities and assets are sold on directly to peer investors.
How we fit into the equation
We manage and execute all aspects of secondaries transactions on behalf of LPs and GPs. We help you expand your AuM, improve your performance, streamlining operational burdens. With the support of our digital platform and a team of 30 professionals, we execute secondaries transactions at high speed, taking the administrative burden out of your hands.
How we help
We bridge the gap between investors with solutions including:
- Early GP notification of transfers of LP interests and initial due diligence on the fund interests in the transfer perimeter
- The preparation and review of the transfer agreements and subscription documents and coordination for their execution and delivery
- Well-organised, extensive handling of AML-KYC and tax due diligence requests and processes
- Expert handling of US withholding tax rules and exemption certificates with the help of US advisors
We also offer access to ATOZ Soutions' Secondary Platform powered by BCKL, a secured, custom designed digital platform to fully manage transactions, coordinate with all parties involved and prepare and electronically sign transfer documents.
Keith O'Donnell
Managing Partner
keith.odonnell@atoz.lu
Hugues Henaff
Tax Partner & Head of Secondary Market Solutions
hugues.henaff@atoz.lu
Suzana Guzu
Of Counsel
suzana.guzu@atoz.lu
Our team
Our team is made up of highly skilled professionals across multiple disciplines with extensive experience in closing secondary transactions. In addition, our clients benefit from access to an international network of advisers handling the foreign and US tax withholding on the transfers, the mitigation of transfer taxes and stamp duty, the tax qualification and elections on behalf of a buyer.
We have a team of carefully selected professionals who possess extensive experience in serving the local market as well as global players. 25 Partners and over 400 professionals work together to ensure consistently high standards of client service from beginning to end.
With offices in Luxembourg, Dubai and Morocco and a presence in London, ATOZ gathered a team of over 30 carefully selected professionals who possess extensive experience in executing secondary transactions.
BCKL©
ATOZ Solutions has developed BCKL©, a digital platform designed by professionals for professionals, to efficiently manage secondary transactions. With a highly customisable interface, state-of-the-art and user-friendly features, and real-time output, BCKL© streamlines the transfer process from VDR to closing bible.
