Private Equity and Co-investing for Family Offices 2018

More than 75 family offices globally took part in the second edition of IPI/Campden's Private Equity and Co-Investment Report.

A rich and insightful dataset that examines the key role private market direct investing now plays for family offices we find that:

  • Roughly half of family offices report that their private equity co-investment deals are focused in North America (51%) or Europe (49%), while a third are in Asia-Pacific.
  • Co-investment deal flow was originated by families forming partnerships with other investors—family offices and entrepreneurs—according to 71% of respondents, followed by in-house research and due diligence (48%), and professional advisers (44%).
  • More than half (57%) of respondents find co-investment opportunities most attractive amongst lower-middle market companies, followed by middle market companies (26%), with only 8% preferring upper-middle market and large cap deals.
  • On average, family offices expect a 14% return on their co-investment deals in 2018 and 17% in 2019.

View all the findings as part of your IPI membership on Memberlink

 

 

Private Equity and Co-investing for Family Offices 2018