InsightsJun 2026

Why global capital is
moving to secondaries

Secondaries deliver the highest median returns in private markets while losing capital a fraction as often as primary funds. In 2025, the rest of the industry made it official: a record $240 billion changed hands, and the largest managers in the world launched dedicated secondaries strategies.

~16%
Median net IRR, highest of any strategy
Coller Capital / Preqin
~1%
Of secondary funds lost capital
Preqin
$240B
2025 volume, +48% YoY record
Jefferies
$327B
Dedicated dry powder
Jefferies
01Higher return, lower risk

The best risk-adjusted bet
in private markets

Over two decades of fund data, secondaries have done something rare: delivered the highest median net IRR of any private-capital strategy while almost never losing money. The return comes from buying proven, mid-life portfolios at a discount to NAV; the safety comes from diversification across many underlying companies already past their riskiest years.

Share of funds that lost capital
% of mature funds returning below 1.0x, by strategy
Source: Preqin, mature funds (5+ years). Roughly 1% of secondary funds lost capital, versus ~19% of primary buyout and venture funds; venture alone is ~24%.
Risk vs return across private strategies
Higher return, tighter range of outcomes
Illustrative, relative positions per Coller Capital / Preqin (2004–2023 vintages). Secondaries posted the highest median net IRR (~16%) of any strategy. Private debt carries lower return dispersion but a lower median return.
~16%
Highest of any strategy
Median net IRR
~1%
vs ~19% for primary funds
Funds that lost capital
~99%
Downside protection
Mature funds returning ≥1.0x
20 yrs
2004–2023 vintages
Of fund data
Source: Coller Capital / Preqin. Across 200+ secondary funds, only a handful have ever posted a negative net IRR.
02A record year

From niche tool
to core allocation

For years, secondaries were treated as a niche corner of private markets, a place to offload unwanted positions. That framing is gone. In 2025, secondary transaction volume hit an all-time record of $240 billion, up 48% in a single year, with a record $327 billion of dedicated capital waiting to be deployed.

Global secondary transaction volume ($B)
Annual volume, 2020–2025. 2025 was an all-time record. · Source: Jefferies Global Secondary Market Review
Source: Jefferies (Jan 2026). Volume has roughly quadrupled since 2020. Figures are Jefferies' transaction estimates; other advisers report modestly different totals (e.g. Evercore: $226B for 2025).
$240B
+48% YoY, record
2025 volume
~48%
Fastest-growing structure
GP-led share
$327B
~$477B incl. leverage
Dedicated dry powder
94%
Venture ~78% of NAV
Buyout pricing, % of NAV
Source: Jefferies, H1 2025 and full-year 2025 reviews. Pricing has recovered to near par for buyout portfolios and risen sharply for venture, the sign of a deep, liquid market rather than a distressed one.
03Who's moving in

The institutional
signal

Volume is one thing. The more telling signal is who is building secondaries capability. In the space of two years, the strategy has been adopted by the largest software investors, the biggest wealth platforms, and individual investors for the first time.

Two giants, one day
The majors built secondaries desks
On the same day in January 2026, Hg launched a dedicated GP-led and single-asset secondaries team (led by Dushy Sivanithy, ex-CPP Investments), and Insight Partners launched a secondaries strategy backing continuation funds and secondary stakes (led by Amir Malayery, from venture-secondaries pioneer Industry Ventures). When the best primary managers build secondaries arms, the asset class has arrived.
Into private wealth
Secondaries reach individual investors
Evergreen, semi-liquid funds are bringing secondaries to the wealth channel for the first time. Coller Capital's C-SPEF launched in April 2024 and passed $1B in assets within 18 months; Hamilton Lane and HarbourVest have launched their own evergreen secondaries vehicles. Such retail vehicles could account for roughly a third of the secondary market within three years.
GP-leds go core
A new exit route for great companies
GP-led deals, where a manager moves a strong asset into a continuation vehicle rather than selling it, were ~48% of 2025 volume and the fastest-growing exit structure in private markets. They give the best companies more time and give early investors liquidity, exactly the dynamic Key Capital is built around.
Pricing normalised
A liquid market, not a distressed one
Buyout secondaries priced at ~94% of NAV in H1 2025 and venture at ~78%, both up sharply. Tight pricing on heavy volume is the signature of a mature, liquid market where secondaries are a chosen tool, not a last resort.
04The MENA white space

A proven model,
an untapped market

Everything above describes a strategy that is validated, institutionalised, and competitive in every developed market. In MENA, where VC funding has tripled since 2020, it barely exists. There is no dedicated regional secondaries buyer, which is precisely the gap Key Capital was built to close.

The global playbook, run locally

The model the world's best firms have validated, buying proven assets at a discount to NAV and providing liquidity in an illiquid market, is the model Key Capital is bringing to MENA. The difference is competition: globally, secondaries are crowded; in MENA, the field is open.

Where it connects

For why this matters in the region specifically, see Why MENA, why now? on the regional opportunity, and Why secondaries outperform on the mechanics of entering after the J-curve.

The smart money has chosen secondaries
The data settled the debate long ago: secondaries offer the highest median returns in private markets with a fraction of the downside. In 2025 the capital followed, a record $240 billion, with the largest managers and wealth platforms in the world moving in. That model is proven everywhere except the one market still waiting for its first dedicated player. See why MENA, and why now.

Sources & references

Every figure on this page is drawn from the sources below. Market-volume and pricing data are Jefferies' estimates; return and loss-rate data are from Coller Capital citing Preqin. Where another adviser reports a materially different figure, it is noted.
Coller Capital / Preqin — private-market return study
Vintages 2004–2023: secondaries posted ~16% median net IRR (the highest of any strategy) with ~15% standard deviation. Private debt carries lower dispersion (~10%) but a lower median return.
Preqin — mature-fund loss rates
Roughly 1% of mature secondary funds (5+ years) lost capital, versus ~19% of primary buyout and venture funds; venture alone is ~24%. Equivalent to ~99% of secondary funds returning at least 1.0x.
Jefferies — Global Secondary Market Review (H1 2025; full-year, Jan 2026)
2025 volume $240B (+48% YoY, a record); 2024 $162B; dedicated dry powder a record $327B (~$477B incl. leverage); GP-led ~48% of 2025 volume; buyout pricing ~94% of NAV (H1 2025), venture ~78%.
Evercore — Secondary Market Survey
Reports 2025 volume at $226B using a different deal-capture methodology, cited for transparency alongside the Jefferies figure used in the charts.
Hg / Alternatives Watch (Jan 2026)
Hg launched a dedicated GP-led and single-asset secondaries team, led by Dushy Sivanithy (ex-CPP Investments).
Insight Partners / Bloomberg (Jan 2026)
Insight Partners launched a secondaries strategy (continuation funds and secondary stakes), led by Amir Malayery, who joined from Industry Ventures.
Coller Capital, Hamilton Lane, HarbourVest — evergreen secondaries funds
Coller's C-SPEF launched April 2024 and surpassed $1B in assets by September 2025; Hamilton Lane and HarbourVest launched evergreen secondaries vehicles for the wealth channel.
PitchBook — evergreen / '40 Act vehicles
Registered evergreen vehicles are projected to reach roughly one third of the secondary market within three years.
MAGNiTT — FY2025 MENA Venture Report
Context for the MENA opportunity: regional VC funding has tripled since 2020, with no dedicated regional secondaries buyer.
Past performance is not indicative of future results. The risk/return chart shows relative positions per Coller Capital's published analysis; exact figures for strategies other than secondaries are illustrative. This page is for informational purposes only and does not constitute an offer, solicitation, or investment advice.