Seeking to enhance the realized value of our clients’ distributions of publicly‐traded stock through active portfolio management
Our distribution management business creates customized programs specifically tailored to client objectives and risk tolerances with the overall goal of seeking to enhance returns on distributed private market investments. We launched this unique business line with the 2013 acquisition of Shott Capital Management and an expert team of professionals that has been managing post-distribution assets for more than 22 years.
- Proactive approach to distribution management distinguishes us from client-based solutions as well as competing distribution management offerings
- Our PiPE distribution pipeline report provides a lens to the potential future, and enables us to establish a fundamental view and price target on potential in-kind stock distributions well ahead of the actual distribution event
- Unique approach has often resulted in our participation in a significant share of initial trading volume before others have fully assessed their actual market exposure
The Hamilton Lane Edge
Research
We take a proactive approach in researching our universe of private equity-backed companies, enabling our investment team to have an opinion on a company prior to lock-up release.
Operations
Our operations team is dedicated exclusively to in-kind distribution management. We offer an end-to-end distribution management solution, beginning with LP notification and concluding with the return of capital to clients.
Trading
Our trading desk is dedicated exclusively to in kind distribution management. We have handled more than 30,000* distributions across three decades, allowing us to leverage our extensive experience on behalf of clients. This deep knowledge of the in-kind distribution environment enables us to optimize liquidity opportunities for our clients.
*As of 12/31/2024
The Technology Advantage
Our proprietary database, comprised of 33 years of in-kind stock distribution history, helps to inform the construction of our proactive approach to distribution management. The database provides insight into the distribution tendencies of general partners, post-distribution stock performance and market timing.
As of 12/31/2024