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Partnerships · Private Equity

Two desks in one: partners' mandates, portfolio divestitures

Private equity funds use Passion Asset Advisory on two tracks. Personal: confidential buy and sell mandates for partners and operating executives across jets, yachts, art, watches, and bags. Portfolio: disciplined divestiture of passion assets inside portfolio companies — corporate aircraft above all — valued against closed transactions, documented properly, and sold quietly at defensible prices.
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What does the portfolio track cover?

Operational improvement plans keep finding the same line items: the corporate aircraft, the founder's art on the office walls, assets that no longer serve the thesis. Sold carelessly, they leak value and sometimes headlines. We divest them quietly, at defensible prices benchmarked to real sales, with clean documentation and no publicity attached to the firm.

  • Valuation against closed transactions — a number the deal team can defend to the IC and the auditors
  • Documentation preparation — maintenance records, provenance, title — organized before buyers ask
  • Quiet sale process — qualified buyers approached privately; no "distressed seller" signal to the market
  • Audit-ready file at close — process, comparables, and counterparty diligence documented end to end

What does the personal track cover?

The same desk runs personal mandates for the firm's partners and senior operators — acquisition or sale, any of the six asset classes, full discretion. Deal economics are personal and stay personal; nothing crosses into firm reporting unless the partner chooses.

Standing reviews of partners' holdings: wealth management advisory

Why a standing partnership beats per-deal sourcing

  • Counterparty diligence on us happens once, not per transaction
  • Pre-agreed NDA and engagement terms — mandates start in days, not weeks
  • One desk learns your firm's standards and keeps the history
  • Economics agreed up front and disclosed in writing

Private Equity

Defensible prices. Quiet processes. Documented files.

Tell us about the firm and the likely flow — personal, portfolio, or both. We respond with structure, economics, and references to process.

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