Private Equity News & Analysis

Staying local, going global

Staying local, going global 2009-09-01 Staff Writer INVESTMENT OPPORTUNITIESSecondary DirectsYesCo-investsYesDirectsYesFirst Time FundsASSETS / FUNDS UNDER MANAGEMENT$120.0bn (as of 30 June 2009)YEAR FIRST INVESTED IN PRIVATE EQUITY1989ALLOCATION TO PRIVATE EQUITY5% targetGEOGRAPHYNorth America84%Western Eur

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INVESTMENT OPPORTUNITIESSecondary DirectsYesCo-investsYesDirectsYesFirst Time FundsASSETS / FUNDS UNDER MANAGEMENT$120.0bn (as of 30 June 2009)YEAR FIRST INVESTED IN PRIVATE EQUITY1989ALLOCATION TO PRIVATE EQUITY5% targetGEOGRAPHYNorth America84%Western Europe12%Central & Eastern EuropeMiddle East / AfricaAsia PacificLatin AmericaOther4%FUND TYPEGeneralistBuyout / Later Stage74% (50-80% range)Venture13% (5-20% range)Mezzanine / Subordinated DebtYesFund of FundsYesMid-MarketInfrastructureTurnaround / DistressedYesSecondary Fund InterestsYesOther13% (10-30% range)PRIVATE EQUITY INVESTMENT APPETITE

North Western CEE MENA Asia Latin
America Europe Pacific America
Generalist • •
Buyout / Later Stage • •
Venture • •
Mezzanine / Subordinated Debt • •
Fund of Funds • •
Mid-Market
Infrastructure • •
Turnaround • •
Secondary Fund Interests • •

CONTACTS

Mr. Daniel d'Orchimont
Senior Portfolio Manager, Alternative
Investments
Tallahassee, United States
daniel.dorchimont@sbafla.com
Mr. Jim Treanor
Senior Investment Officer, Alternative
Investments
Tallahassee, United States
jim.treanor@sbafla.com

SELECTED FUNDS

FUND NAME MANAGER FUND SIZE YEAR FUND TYPE REGION
TA Associates XI TA Associates $4.0bn 2009 Growth North America
Wellspring Capital Partners Wellspring Capital Management 2009 Buyout North America
TCW / Crescent Mezzanine V TCW Group $2.50bn 2008 Mezzanine North America
Falcon Strategic Partners III Falcon Investment Advisors 2008 Mezzanine North America
First Reserve Fund XII First Reserve Corporation $9.0bn 2008 Energy / Oil & Gas North America
Hellman & Friedman VII Hellman & Friedman $6.0bn 2008 Buyout North America, Western Europe
Advent Global Private Equity IV Advent International €2.0bn 2001 Generalist North America Western Europe
Archer Capital Fund 2 Archer Capital $192m 2001 Buyout Asia/Pacific