Private Equity Investment

On a weighted basis, private equity firms were invested in sectors that appreciated 4.5% in 3Q compared to 4.3% by S&P 500. Private equity firms are broadly overweight energy, consumer, and healthcare sectors, while underweight financials and communications sectors compared to the S&P 500. Strong energy returns this quarter have led to

Brazos’ investment strategy emphasizes buyouts of mid-size companies that show predictable cash flows, have good management teams in place, have well-developed niche markets, and are located in Texas and the Southwest. This strategy suits its position as a first-time fund because this geographic area is underserved by LBO firms. Additionally, the existence of dependable cash flow and management make it easier to acquire debt financing and increase leverage. GTT offered merits for both sellers and Brazos. It gave sellers a way to cash out if they desired, while allowing them to

More recently, the overall weight of private equity in the Investment Office portfolio has been decreasing (from a target of 25% against the most recent number of 17%) as a consequence of Yale perceiving lack of specialization of several equity funds ("positioning themselves as asset managers") and because of the indiscipline and inexperience of several new market players. Albeit, Yale has not dismissed this asset class due to the historical success, the strong relationships developed with key managers, its know-how and experience on the private equity process and not to be perceived as a market-timer type of investor.

Capital can come from state and corporate pension funds, public and private endowments and personal investors

Apex Investment Partners was founded in 1987 by James A. Johnson and the First Analysis Corporation. In its eight-year life, the VC had raised three funds. The two first which are already closed had, together, a committed capital of around $70M. There were mainly concentrated in four areas: • • • • Telecommunication, information technology and software. Environmental and industrial productivity-related technologies. Consumer products and specialty retail. Health-care and related technologies.

Exhibit 4 shows that over 300 Venture Capitalists out of 441 retain 20% of the profits their investments generate and the rest is in the 20/25% range except for the odd outliers at 10, 15 and 30%. Exhibit 5 indicates that the correlation with the size and age of the Private Equity organisation is rather weak and that the objectives of the funds and historical trends are no better predictors.

Mayfield charged a budget-based management fee to appeal to potential LPs. Because industry practice was traditionally a 2/20 based fee, Mayfield had a competitive advantage against other VCs as the budget-based fee was attractive because:

1. Why does Apex find AccessLine to be an attractive investment? What are the risks?

Private equity is an asset class consisting of equity securities in operating companies that are not public trade on a stock exchange.

The equity market, although heavily depressed since 2007, provided a much needed safety valve to shift financing away from debt to equity, especially considering the underdeveloped

Investcorp Invesments LLC acknowledges that having made all reasonable steps and necessary inquiries and upon its reliance on the Know Your Customer (KYC) information, the objective evidence and/or confirmation provided by the customer regarding his/her net assets position; it can hereby confirms the following:

as well as the mechanics of commercial real estate leasing. The asset types we will consider

II. Should customers be given 30 or 45 days to pay for their credit purchases?

Personal investment is defined as an individual invest and manage their own financial instrument, such as, stocks, bonds, property and others. This personal investment is in aims of improve the liquidity and efficiency of the equity and capital of the individual. Basically, the individual investors have to develop their own investment plan and framework based on different characteristics of the individual investors. This is because the personal investment is very subjective, whereby it is totally based on the characteristics and the degree of risk tolerance of the individual investors. However, before investing into the financial instruments, the individual investors should develop an investment plan and strategy. This

It also examines private equity and it is role in the US market. The authors using aggregate descriptive data, simplifying models, publish statistical analysis made a good introduction to private equity. They took deeper look on different aspects of the private equity and effects of recent financial crisis.