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SIE: Investment Companies & Packaged Products
SIE practice questionhardPrivate Equity - Exit Strategies

A private equity fund’s preferred exit strategy for a portfolio company is usually:

  1. ADistributing shares to all major exchanges
  2. BHolding the company indefinitely
  3. CSelling the company through an initial public offering (IPO)✓ Correct answer
  4. DRedeeming investor units daily at NAV
Explanation

Why CSelling the company through an initial public offering (IPO)

PE funds typically seek liquidity via IPOs or private sales. Indefinite holding is uncommon, C is not a recognized practice, and D is not possible in private equity.

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