Direct Investments

Direct co-investments allow private equity fund clients to make direct investments into companies alongside the fund sponsor. As a long-term investor in private equity funds, Portfolio Advisors frequently has the opportunity to make these investments on a no-fee, no-carry basis alongside top-tier sponsors, providing reduced economics on top of an already compelling risk/return profile.

Sponsors utilize co-investments as a strategic tool to access additional client capital and to build or strengthen relationships with both new and existing investors. Additionally, offering co-investment rights can help a sponsor tackle more and/or bigger transactions that present significant return potential.

Our Approach

Investing directly in profitable U.S. middle-market companies alongside top-tier sponsors with whom we have longstanding relationships. Key characteristics include:

• Leveraging our platform of 300+ primary relationships we have vetted and cultivated over time
• Focusing on top-tier sponsors in their core areas of expertise, eliminating two layers of risk in direct investing
• Constructing well-diversified portfolios by industry, vintage year and geography, providing additional downside protection
• Exclusive and dedicated investment team with an established track record since 2008
• Middle-market emphasis in companies that provide greater access to management teams and numerous growth levers in the areas of organic expansion, accretive consolidation opportunities and operating efficiency enhancements