Since 2009, approximately 20% of Private Equity buyouts have been made utilizing co-investments, which increased 400% as compared to the five year period before 2008.This service is designed to evaluate Co-Investment Opportunities and provide supportive research to enable an informed response from the Family Office to the General Partner.
Evaluation of each co-Investment Opportunity includes:
–Peer performance of similar companies and reporting on results with performance ranking.
–Competitive risk factors, including market and industry growth, performance and potential head winds.
–Review and analysis of the proposed Co-Investment structure, anticipated fees and expenses, with comparison to market.
Review of industry concentration of the proposed investment and risk profile within the Limited Partnership itself in the context of GP performance to date and potential impact upon the partnership and the Family Office portfolio.