II
Private Equity Co-Investment
Co-investments in established mid-market companies with experienced management, durable cash generation and a clear path to responsible growth.
Principles
Established businesses
Focus on companies with a demonstrated operating history rather than early-stage ventures.
Aligned partners
Investment alongside lead sponsors and owner-managers whose interests mirror those of co-investors.
Patient horizon
Value is pursued through operational improvement, not financial engineering alone.
Approach
- 01
Selection
Evaluation of sponsor quality, governance and business resilience.
- 02
Diligence
Commercial, financial and legal assessment with independent advisors.
- 03
Participation
Co-investment structured with transparent terms and reporting.
- 04
Realisation
Measured exit planning across the full holding period.
Risk considerations
- Private equity is illiquid and long-dated.
- Investments may lose part or all of their value.
- Co-investment concentrates exposure in individual companies.
Next discipline
III — Discretionary Wealth Stewardship →