Investment Strategies for Private Equity

Summary

This practice note covers considerations for private equity funds on crafting an investment strategy. Private equity is an investment term commonly used to describe investments in privately held companies or in public companies that are taken private. Strategy refers to how the funds seek to achieve their investment objectives and involves factors such as the cycle (or development stage) of portfolio companies, geographic and investment sectors, and any particular value added by the fund's sponsor. See also these practice notes: Growth Equity Investments, Co-investments Guide: Issues to Spot and Raise When Making a Private Equity Direct Co-investment, Private Equity Transactions in International Jurisdictions, Real Estate Private Equity Investments: Types of Structures, and Secondary Fund Buy/Sell Transactions: Key Legal Issues.