Private equity investment services and solutions

Private debt requires a longer-term commitment. You should be prepared to commit capital over several years, with the flexibility to alter your plans as circumstances change. We can help you set out a multi-year capital commitment strategy that fits in with the rest of your portfolio, while also allowing you to build a diversified private equity portfolio.

Private equity is a long-term commitment that requires a detailed but flexible allocation plan. It can take several years to establish a meaningful allocation as asset managers assess opportunities and conduct necessary due diligence. 

Your risk appetite will determine the kinds of asset managers, strategies and sectors you should explore. For example, a low-risk approach may involve a focus on mainstream large-cap funds, whereas a higher-risk approach may involve more venture capital investment.

It's not uncommon for managers to offer new funds to trusted investors who they have existing relationships with. Therefore established manager relationships are critical when sourcing private equity opportunities.

Due diligence is another important step. There are limited opportunities to make changes after your initial private equity transaction. This means it is vitally important to undertake due diligence on operational, legal and tax issues before making a commitment.

We have longstanding relationships with a multitude of highly rated² managers. We also keep these managers under regular review. We can help you carry out the required due diligence fully and efficiently.

You should consider your diversification strategy carefully, as private equity managers typically hold fewer companies in their funds than listed equity managers do. The number of managers you select influences other factors, including the internal and/or external resources you may need to build and oversee your portfolio. This is important for diversification, alongside other issues such as cost management and resource allocation.

Different managers and funds have varying minimum investment levels. Understanding what these are and when they are likely to be needed will help you design your capital commitment plan. These levels will also play a role in securing your relationships with managers, since these managers will rely on you to have the right amount of capital available at the right time.

Once you implement your strategy, it’s vital to monitor your underlying investments and ensure your portfolio is on the right track. Assessing your liquidity budget and commitment plan on an ongoing basis will help keep your strategy and target allocation in line with your desired position.

Our dedicated team can help you construct an effective governance plan as our manager researchers keep up to date on managers and strategies. We will continuously update you on the latest developments to keep you ahead of the game.