The private equity secondaries market has experienced significant growth, reaching transaction volumes of $114 billion, with fundraising increasing by 121% from 2022 to 2023. However, a capital mismatch exists, as deal volumes surpass available investor capital. The current capital overhang ratio stands at 1.8x, indicating potential undercapitalization risks. Non-bank lenders are stepping in to fill financing gaps left by banks, with an anticipated market opportunity exceeding $24 billion annually. As managers focus on fundraising and liquidity management, the secondaries market’s expansion is crucial for sustaining future growth amid increasing deal volumes and funding challenges.

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