OUR FIRM EXPERTISE ACCESS TEAM INSIGHTS CONTACT Co-Investments EXPERTISE Private Equity Primaries Secondaries Co-Investments Asia Europe Private Credit Junior Debt Senior Credit Real Estate Custom Solutions / Advisory Learn more about Co-Investments? DOWNLOAD OUR WHITE PAPER Co-investments allow limited partners of private equity funds to make direct investments into companies alongside the fund sponsors, and are typically minority positions. As a prominent, long-term investor in private equity funds, Portfolio Advisors frequently has the opportunity to make these direct investments in private equity transactions on a no-fee, no-carry basis, with high-quality fund sponsors. The popularity of co-investments has increased significantly in recent years due to the meaningful benefits for both private equity sponsors and their limited partners. Benefits of Co-Investments Sponsors have utilized co-investments as a strategic tool to access additional limited partner capital and to build or strengthen relationships with both new and existing investors. Portfolio Advisors can benefit from the following: Direct access to private equity transactions alongside fund sponsors at potentially reduced economics Investment opportunities derived from a set of sponsor relationships that we have vetted and cultivated over time Well diversified exposure to preferred industries, vintage years, geography and sponsors Compelling risk/return profile Our Approach We generally invest directly into profitable middle-market companies in the U.S. alongside general partners with whom we typically have longstanding relationships. Key characteristics of our approach include the following: Leveraging our Platform: We source a wide range of co-investment opportunities from our primary relationships with more than 300 general partners. Focusing on Lead Sponsors’ Strengths: We seek to eliminate two layers of risk in direct investing, by focusing on co-investment opportunities from top-tier sponsors we have vetted on a primary basis, and focusing on their core areas of expertise. Constructing Diversified Portfolios: We seek to create a portfolio well diversified by industry, vintage year, geography and sponsors, which provides additional downside protection. Dedicated Team: Our team is focused exclusively on co-investments, has significant experience in sourcing and executing deals, and has built an established track record since 2008. Middle-Market Emphasis: Our program leverages the firm’s strength in the middle market as a provider of primary fund commitments and direct credit financing (senior and junior debt) for transactions. Middle-market opportunities generally provide greater access to company management teams, and middle-market companies enjoy numerous growth levers in the areas of organic expansion, accretive consolidation opportunities and operating efficiency enhancements. Senior Members of the Co-Investment Team Adam Clemens Managing Director Kenneth Binick Managing Director Benjamin Hur Managing Director Michael Chen Senior Vice President Portfolio Advisors, LLC is a registered investment adviser under the Investment Advisers Act of 1940, as amended. The information on this site is intended solely for the benefit of firms and companies seeking private equity investment capital by providing general information on our services and philosophy. The material on this site is for information purposes only and does not constitute an offer or solicitation to purchase any investment solutions or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material on this site does not constitute a representation that the solutions described therein are suitable or appropriate for any person. Terms Of Use | Privacy Policy Statement © 2021 Portfolio Advisors, LLC | info@portad.com