OUR COMPETITIVE ADVANTAGE IS ROOTED IN OUR ABILITY TO CREATE CUSTOMIZED SOLUTIONS FOR OUR CLIENTS.
We create value for our clients through a combination of private equity market intelligence, objective advice, insightful investment guidance and selection, and innovative investment products. Our time-tested processes are further strengthened by the intellectual capital and industry experience of our investment professionals.
We take great pride in our institutionalized research process, diligent risk management, and GIPS®-compliant performance data, all of which speak to the successful track record of Pacific Corporate Group and its affiliates.
Private Equity Investment Advisory Services:
We advise a number of large institutional investors on their private equity programs through discretionary and non-discretionary arrangements which are customized for each client based on the program’s structure and investment goals. For some clients, we are a full-service outsourced provider; for others, we serve as an extension of the client’s investment organization. We have developed programs for many clients that are new to private equity, and worked with them in a highly collaborative manner to implement these programs.
For clients seeking a full–service solution, we assist them to determine the appropriate allocation to private equity, construct well-diversified, balanced portfolios, adjust these allocations periodically, and communicate developments in the private equity sector. We are experienced in all major sub-classes of private equity, including corporate finance or buyout funds, venture capital, distressed debt, mezzanine, secondaries, infrastructure, special situations and international opportunities.
Specialized Fund Products
For clients seeking a specialized, targeted portfolio, we create custom-designed private equity solutions. Such products can secure access to a feeder fund or customized fund-of-funds, or create a focused niche portfolio.
Direct Investment & Co-Investment
PCG AM offers advisory services relating to both direct and co-investment opportunities. Our professionals will assist in sourcing, analyzing, and structuring direct investments and co-investments to increase the return potential of our clients’ portfolios. We believe our approach allows clients to invest in direct investment and co-investment opportunities at costs lower than more formalized programs.
Portfolio Monitoring & Reporting
PCG AM’s Portfolio Monitoring & Reporting department comprises a team of dedicated performance specialists responsible for monitoring investments. We add value by conducting daily cash flow reviews and compliance verification; quarterly reconciliation of cash flows, valuations and unfunded balances with that of the general partner; and conduct ad hoc correspondence and conference calls with managers to receive clarity on company activity, performance, organizational stability and growth. A similar process occurs for co-investments, as PCG AM reviews disclosures and assesses valuations on a regular basis.