Private Equity Firms Are Borrowing Against Their Funds’ Assets

  • Net-asset-value loans more prevalent amid deal drought
  • Some investors view them as risky financial engineering

Private equity’s reliance on NAV loans has exploded in recent years as traditional sources of financing have become harder to access.

Photographer: Michael Nagle/Bloomberg
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Private equity firms are attempting to get blanket permission to borrow against their funds’ assets — a trend that’s exasperating some investors.

Stone Point Capital, which is raising money for its 10th buyout fund, is one such firm.