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The Mighty Mid-Market

Navigating Mid-Market Private Equity

Private equity is often an important strategy among institutions building durable private market portfolios. In fact, endowments on average allocated more than 45% of their alternative investment sleeve to the asset class in 2023 alone. Now, as private wealth advisors look for ways to introduce alternative investment strategies, private equity is often top of mind.

While large-cap funds draw interest, to boost exposure, wealth advisors should explore the countless, untapped opportunities the middle market presents. Small and mid-market funds offer agility, flexibility, and the ability to exploit inefficiencies in uncovered markets.

Benefits of small and middle market funds

Bolster diversification amid ample opportunities

Despite the strong performance of the asset class, navigating opportunities in the middle-market is challenging, time consuming, and costly. However, partnering with an experienced co-investment manager can help allocators access top deals and diversify their portfolios.

Webinar Topic Sneak Peak

Explore untapped mid-market opportunities. We are hosting a webinar on November 14th for a closer look.

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Disclosure: Information presented is for educational purposes only, are subject to change from time to time and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.