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Private Equity Fund Investment Due Diligence

£429.00

Key Information

  • ISBN: 978-1-911316-05-3
  • Publication Date: November 2016
  • Number of Pages: 280

Edited by Kelly DePonte of Probitas Partners, this comprehensive guide is an essential resource for investors targeting, performing due diligence on, and selecting private equity fund managers.

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Strategies for evaluating and selecting top performing fund managers.

There is no lack of private equity funds vying for institutional capital. Conducting due diligence is therefore necessary – not only to select the best performers, but to avoid costly disasters.

Edited by Kelly DePonte of Probitas Partners, Private Equity International’s Private Equity Fund Investment Due Diligence guide is a comprehensive and practical due diligence resource for investors looking to invest in the next great fund. Key areas such as track record analysis, benchmarking and staffing are covered, as well as new topics of growing importance, including operational due diligence, operating value creation, succession, co-investment and ESG.

For GPs on the fundraising trail or about to launch a new fund, this is a must-read guide that will inform how your future LPs will be diligencing your fund and firm.

What this guide covers:

  • The fundamentals underpinning the due diligence process and how to do them well, including selection, track record analysis, emerging managers, benchmarking, as well as legal and operational due diligence.
  • A deeper dive into specific sectors of venture capital, private debt, emerging markets and Latin America.
  • Topics of growing interest including co-investment and secondaries, as well as how LPs target and access top-performing funds.

Who should buy this guide:

  • LPs & GPs
  • Fund of fund managers
  • Consultants
  • Gatekeepers
  • Advisers
  • Placement agents
  • Asset managers

Foreword

Peter Freire, The Institutional Limited Partners Association

Contributors

Anna Dayn, Dayn Advisors

Edmond Ng, Axiom Asia

Chris Loh, Axiom Asia

Alex Lee, Axiom Asia

Marc Lau, Axiom Asia

Kelly DePonte, Probitas Partners

Jesse Reyes, J-Curve Advisors

Justin Long, Alignment Capital

Craig Dauchy, Cooley

Dean Collins, Dechert

Albert Tse, Dechert

Uwe Bärenz, P+P Pöllath + Partners

Tarek Mardini, P+P Pöllath + Partners

Duncan Woollard, Paul Hastings

Robin A. Painter, Proskauer

Kelly Chaplin, British Columbia Investment

Management Corporation

Michael Koening, Hamilton Lane

Natalie Fitch, Hamilton Lane

Tarang Katira, Hamilton Lane

Jason Scharfman, Corgentum Consulting

Natasha Buckley, Principles for Responsible
Investment

David York, Top Tier Capital Partners

Lisa Edgar, Top Tier Capital Partners

Matthias Unser, YIELCO Investments

Ernest JF Lambers, Liberty Global Advisors

Elvire Perrin, Pavilion Alternatives Group

Nicole Belytschko, CM Capital Advisors

Linda Calnan, Houston Firefighters’ Relief and Retirement Fund

Brian Gallagher, Twin Bridge Capital Partners

William Chu, Zurich Alternative Asset
Management

Brett Fisher, Fisher Lynch Capital

Charles Tingue, Landmark Partners

Kathryn Regan, Landmark Partners

John Stott, Landmark Partners

Section 1: Fundamental issues

1. Private equity fund manager due diligence and selection
Anna Dayn, Dayn Advisors

2. Track record due diligence
Edmond Ng, Chris Loh, Alex Lee and Marc Lau, Axiom Asia

3. Emerging manager due diligence
Kelly DePonte, Probitas Partners

4. Private equity benchmarking: Public market equivalent methods and analysis
Jesse Reyes, J-Curve Advisors and Austin Long, Alignment Capital

5. Legal due diligence: A panel session
Craig Dauchy, Cooley; Dean Collins and Albert Tse, Dechert; Uwe Bärenz and Tarek Mardini, P+P Pöllath + Partners; Duncan Woollard, Paul Hastings; and Robin A. Painter, Proskauer

6. Doing due diligence on the next fund: The importance of portfolio monitoring
Kelly Chaplin, British Columbia Investment Management Corporation

7. Staffing for success: The human capital factor
Michael Koening, Natalie Fitch and Tarang Katira, Hamilton Lane

8. Team building, succession planning and private equity fund management
Kelly DePonte, Probitas Partners

9. Operational due diligence
Jason Scharfman, Corgentum Consulting

10. Diligencing operational value creation capabilities
An experienced operating partner

11. ESG due diligence
Natasha Buckley, Principles for Responsible Investment

Section 2: Private equity sectors

12. Venture capital due diligence
David York and Lisa Edgar, Top Tier Capital Partners

13. Private debt funds: A fast growing sector
Matthias Unser, YIELCO Investments

14. Due diligence in emerging private equity markets
Ernest JF Lambers, Liberty Global Advisors

15. Latin America: An emerging market example
Elvire Perrin, Pavilion Alternatives Group

Section 3: Special issues of concern

16. Practical advice on targeting and accessing funds: A panel discussion
Nicole Belytschko, CM Capital Advisors; Linda Calnan, Houston Firefighters’ Relief and Retirement Fund; Brian Gallagher, Twin Bridge Capital Partners; and William Chu, Zurich Alternative Asset Management

17. Building a co-investment programme
Brett Fisher, Fisher Lynch Capital

18. Secondaries private equity fund pricing
Charles Tingue, Kathryn Regan and John Stott, Landmark Partners

Section 4: Appendices

1. ILPA Private Equity Principles

2. ILPA Due Diligence Questionnaire

3. PRI Limited Partners' Responsible Investment Due Diligence Questionnaire

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