Private Equity Co-Investment

Introduction

Our family of Private Equity Co-Investment (PECO) funds offers a unique partnership approach providing high net worth individuals, family offices, insurance companies, endowments, and other institutional investors with a unique opportunity to co-invest in specific private equity deals with many leading private equity firms in the middle and lower middle market ($50 million to $500 million in enterprise value).

Utilizing our proprietary access network to M&A intermediaries in the U.S. and Europe, PECO has access to prescreened, vetted and investment committee approved private equity sponsored investment opportunities. These deals are funded by leading private equity firms and cover a wide range of business sectors. PECO's investors have a unique opportunity to participate in deals not otherwise available to the public at large. Most of PECO's deals range from $100 million to $500 million in enterprise value. Co-investment opportunities are usually in the $1 million to $20 million range per transaction. However, there have also been many co-investments ranging from $20 million to $60 million.

So far we have taken a “pledge fund” approach to investing. Our clients write a check on each occasion that they actually select an investment, thus avoiding idle cash that often sits in committed funds which dilutes returns. These clients all have professional investment staffs that can quickly devote the time necessary to thoroughly evaluate deals on a short-term basis. Clients of PECO Fund 1, LLC have an opportunity to review each deal to determine if a presented deal fits within their specific investment criteria.

A second Fund, PECO Fund 2, LLC is under development. This fund will feature an outstanding investment management team that will pick co-investment opportunities sourced by PECO's intermediaries on behalf of investors who do not have fulltime investment managers to evaluate deals on a case-by-case basis.