Page 161 - TACC 2023 Program

Aviditi Advisors | Firm Update – February 2023

13 Partners 4 Core Offices / 50+ Employees Full, 100% GP Lifecycle Services
Firm led by 13 Partners with an Global Platform Capital Formation, Liquidity Solutions &
average of 21 years experience Capital Solutions

Full Lifecycle Alternative Investment Advisory Firm – An Alternative Investment Bank
• Aviditi provides both private and public capital advisory solutions to alternative investment managers
• The Firm offers services including fund placements, direct equity syndications (buyout, pre-IPO, etc.), multi-tranche debt
placements, IPO and SPAC advisory, general partner stake and seed investments, LP secondary, continuation fund and
fund restructuring solutions and other tailored initiatives for alternative investment managers and investors
• Aviditi has advised on over $20bn of total transactions since inception
Capital Formation Liquidity Solutions Capital Solutions

Advisory Innovative range of secondary Direct Equity Syndication
Leveraging extensive experience to solutions for LPs and GPs across Equity investment in actionable
develop optimal strategy asset classes and structures situations, often sponsor-backed deals
Project Management Investor Portfolio Solutions HoldCo PIK / Preferred
Central point of contact for all aspects Portfolio sales, single fund interests, Equity & Debt
of fundraising alternative asset vehicles Raise hybrid securities to optimize
returns and reduce equity required
Relationship Management Sponsor-Led Situations Public Markets
Strategically planned interactions Continuation funds, strip sales, GP Advise on both ECM and
with potential investors restructurings, GP ownership solutions DCM capabilities
$500bn+
200+
$140bn+
335+
$100bn+
170+
Prior Aggregate Capital Transactions Transaction Value Transactions Transaction Value Transactions
Aggregate
Aggregate
Raised
12
9
11
$3.1bn+
$2.5bn+
Aviditi $14.4bn+ Transactions Transaction Value Transactions Transaction Value Transactions
Aggregate
Aggregate
Aggregate Capital
Raised
Select Recent Transactions
Pending Close December 2022 October 2022 September 2022
Project Chronos Project Ryder
$636,000,000 $402,000,000 4 $293,000,000 $499,000,000
Advised East Resources on its de- Advised Callodine Group on its Advised on the formation of a
SPAC acquisition of Abacus Life, Advised on the sale of a public-to-private M&A of Manning single asset continuation
an industry leader in life insurance diversified LP portfolio & Napier, a regional investment vehicle for a healthcare
settlements manager in the Northeast U.S. services portfolio company
Sole Strategic & Financial Advisor Secondary Advisor Financial Advisor Continuation Fund Advisor
June 2022 May 2022 October 2021 June 2021
Digital Infrastructure
Primary Fundraise
$1,020,000,000 $917,000,000 $1,500,000,000 $352,000,000

Exceeded hard cap for a first- Meaningfully exceeded target on Successful Q4’21 final close of Successfully exceeded hard
time O&G manager, completing Fund V; substantial new capital Capital Formation digital cap on first-time buyout fund,
majority of closings during the raised post succession and infrastructure mandate completing all closings during
COVID pandemic strategy optimization the COVID pandemic
Sole Placement Agent Sole Placement Agent Sole Placement Agent Sole Placement Agent

www.aviditiadvisors.com | Contact: Paul Kuppich [email protected] | (614) 327-1177

New York | Dallas | London | Munich