Minimize Your Risk
Minimize Your Risk and Time Spent Managing Direct Private
Keep in mind that direct private
equity investments are complicated, and they can lose
all of the capital you've invested, particularly if
they are not managed properly! This is why they demand
full-time effort and attention at every stage. They
need to be managed by someone who is devoted to them,
just like you would be yourself, with your own money,
in your own business.
This allows you to continue to focus on the business
or profession that made you financially successful in
the first place, or it allows you to enjoy the fruits
of your retirement. In short, adding value to your portfolio
through direct equity investing is best done with professional
help. If you have a fiduciary with business management
experience and deal flow expertise who can do all the
dirty work, then you are more likely to enjoy continued
success with your direct private equity investments.
This dirty work includes roll-up-your-sleeves analysis
and creativity in evaluating and structuring investments.
And the more deals your professional advisor sees, the
better he can discern good investments from bad ones
and steer you clear of potential problems. This dirty
work also includes ongoing, committed oversight of portfolio
companies on your behalf, working with company owners/managers
to solve complex operational, personnel, and financial
issues they face in their businesses (your investments).
This is what we do for you as our investor client.