Institutional Services

PRIVATE EQUITY DISTRIBUTION MANAGEMENT

Mission Creek provides comprehensive and highly customized private equity distribution management strategies for
institutional private equity investors, pension plans, fund-of-funds, institutional advisors, university endowments,
charitable foundations, family offices, executives, and entrepreneurs. The effective and efficient management
of stock distributions is a critical element of the private equity and venture capital life cycle.
Our dedicated and unconflicted private equity distribution management platform seeks to best manage,
preserve and maximize the value of securities distributed by private equity and venture capital funds,
while minimizing market impact and other costs, on a separately managed account basis.
Mission Creek manages private equity distribution mandates for select institutional
clients with significant private equity commitments.
Contact us to learn more about our unique and differentiated private equity and venture capital
distribution management strategies and services.

Private equity investors face multiple challenges handling stock distributions from general partners that Mission Creek uniquely understands and effectively manages…

CHALLENGES AND SOLUTIONS

Stock distributions from private equity and venture capital funds present private equity investors with multiple challenges:

  • Negative distribution impact on stock price volatility
  • Lack of liquidity
  • Operational demands and challenges

Mission Creek’s distribution management platform is uniquely positioned to best ensure that private equity distributions are efficiently and effectively managed by:

  • Monetizing distributions in timely, orderly and prudent manner
  • Managing market liquidity and minimizing the negative distribution impact
  • Minimizing market impact and other transaction costs

CUSTOMIZED STRATEGIES

Mission Creek customizes a
well-defined strategy to best
preserve and enhance overall
cash proceeds based on our
clients’ specific needs and objectives.

Our Distribution Management Approach

Mission Creek’s distribution management process combines a fundamental and timing
investment management approach with our clients’ risk parameters,
hold guidelines and other objectives.

Our team’s distribution management track record spans over 15+ years, managing 1,000s of U.S.
and international distributions and has been additive to our clients’ overall cash-on-cash
private equity and venture capital returns.

Pre-Distribution
Analysis

Our investment process begins prior to distributions by focusing on exposures with the highest likelihood of having a distribution event due to a recent IPO, M&A or historical distribution patterns.

Focused AND
Nimble

Mission Creek is focused and nimble which provides clear advantages to best manage our clients’ private equity distribution management needs.

Risk
Management

Distributions are often highly concentrated, low-cost basis and illiquid exposures. When desired and appropriate, we can implement risk mitigation strategies to best manage these exposures.

Restricted Stock Transfer
AND Reregistration

Distributed stocks often have various restrictions. We focus on the efficient processing and settlement of restricted shares to ensure cash proceeds are received promptly.

Back Office
Expertise

Mission Creek has extensive distribution management back office expertise and seamlessly coordinates with distributing and executing brokers, custodians, transfer agents and other participants.

Tailored
Reporting

Mission Creek provides comprehensive and timely reporting customized to meet our clients’ unique internal requirements.

Sample Holdings Managed

Ready to Get Started?

Schedule an appointment

Private equity investors are looking for an independent, unconflicted solution
that can best meet their individualized distribution management requirements…