Follow-on Private Equity Investments

Industry

Various

Company Type

Private Equity

Location

US

Size

$25 Million

Investment Type

Equity

For important risk and disclaimer information, Click Here.

To Access DataRoom, click Download NDA.

Helping Great Companies Grow

Overview

Our client is seeking $25 million of equity for follow-on investments in five existing portfolio companies.

  • Sponsor has historically raised capital from approximately 150 LPs (mostly high net worth individuals) on a company-by-company and round-by-round basis
  • The new investments will be held in a newly formed closed-end fund – fully transparent
    • existing portfolio investments are known and vetted
    • diverse range of industries and risk/reward profiles
    • identified paths to exit – expected within two to five years
    • targeting > 9x consolidated investor returns (detailed financial models with assumptions and scenario analyses available upon NDA execution)
  • The principals have significant investment and operational experience
Helping Great Companies Grow

0 Comments

Leave a reply

Your email address will not be published. Required fields are marked *

*

CONTACT US

Hi. We're not around right now. But you can send us an email and we'll get back to you, asap.

Thanks, Ken

Ken Margolis | Managing Partner Castle Placement, LLC
1460 Broadway Street, Rte 400
New York, New York 10036
(212) 418-1188 | C: (516) 712-7784
kmargolis@castleplacement.com

Sending

Log in with your credentials

Forgot your details?

Skip to toolbar