Private Equity Fund Formation Resource Kit


Summary

This resource kit includes a host of guidance and materials to navigate the task of private equity fund formation. Private equity funds are pooled investment vehicles that make investments in privately held companies, or in publicly traded companies with the goal of taking such companies private. Private equity funds may invest in specific industries or focus on geographic regions. Some may have a more general investment mandate, without focusing on a particular market sector or region. Investors in private equity funds may include pension plans (state and other governmental retirement plans and corporate plans), university endowments, charitable foundations, bank holding companies, family offices, and high net worth individuals, among others. In each case, investors make capital commitments to a private equity fund with an expectation that their investment will be deployed over a period of years, and ultimately returned to them as a fund's portfolio companies are sold or otherwise ...