hard · Private Equity & LBOs

A GP-led 'Single-Asset Continuation Vehicle' (CV) is formed to purchase a 'crown jewel' from an older fund. The transfer price implies a 3.0x MOIC for the selling fund.

If the GP has 20% carry in the selling fund and chooses to roll 100% of that carry into the CV, what is the effect on the CV's day-one ownership?

  1. No impact as carry is a fee, not equity
  2. GP ownership decreases due to dilution
  3. LPs receive additional shares to compensate
  4. GP ownership increases by the value of the rolled carry

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