POWER OF INTELLIGENCE

Insight Center: Events & Webinars

Private Equity Co-Investment Trends

Speakers: Julia D. Corelli, Bruce K. Fenton and Steven D. Bortnick

4/01/2016
Private Equity Co-Investment Trends

Co-investments are an increasingly important component of capital used by private equity groups (PEGs) to fund acquisitions and represent an increasingly significant portion of this capital. This is one of the key findings of a new study sponsored by Pepper Hamilton LLP in association with Mergermarket, “Joining Forces: The Co-investment Climate in Private Equity,” which identified key data points illustrating some of the latest developments in co-investments.

On April 1, 2016, Pepper attorneys Julie Corelli, Bruce Fenton and Steve Bortnick spoke on a one-hour webinar for the Financial Executive Alliance that looked at the driving forces behind PEGs’ reliance on more co-investments, including the benefits and deal terms most often included in co-investment transactions. They also discussed the challenges and complexities that co-investments bring to the table, including regulatory hurdles that must be overcome and U.S. tax considerations when co-investing.