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THE GUIDE TOPRIVATE EQUITYFUNDRAISING
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EDITOR: MVISION PRIVATE EQUITY ADVISERS LIMITED
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Introduction
Allan Cooper and Mounir Guen, MVision Private Equity AdvisersLimited
Investors in private equity: an overview
John Barber, Managing Director, Helix Associates
•Investors in private equity - an abbreviated history •Investor profiles•Final thoughts
Selection of a lawyer
Josyane Gold, Partner, SJ Berwin
•Why do you need a lawyer?•Which law firm?•Selecting a law firm•Due diligence on the lawyer and by the lawyer•Objectives and terms when mandating a lawyer•Raising the fund•Conclusion
Private equity fund structuring
Jason Glover, Nigel Hatfield and Matthew Judd, Private FundsGroup, Clifford Chance LLP
•Introduction•Basic structuring considerations•Types of vehicle•Specific investor issues•Conclusion
Selecting and working with a placement agent
Allan Cooper, MVision Private Equity Advisers Limited
•GP objectives: what are the reasons for using a place-ment agent?•How to select the right placement agent•The cost•The role of the placement agent before, during andafter the fundraising•Different types of placement agent•So, who selects whom?
Ten things to expect from a placement agent
Christoffer Davidsson, Principal, Campbell Lutyens & Co. Ltd
•Overview •Deliverables•Summary
Notes to a placement agreement
Private Equity International
•Introduction•Key sections•Compensation•Confidentiality •Conflict of interest•Other items•Annexes
Contents
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The offering memorandum
Bridget Barker, Partner and Stephen Sims, Senior Solicitor,Macfarlanes
•Introduction•Content of the offering memorandum•Terms of the offering•Verification•Regulatory overview
Presenting the proposition: planning and executingthe fundraising
Robert E. Mast, Managing Director, Monument Group
•Planning and preparation pay off •Executing on the plan - practicalities of the fundraisingprocess•Approaching the closing•After the closing•Final thoughts
Due diligence on the fund
Jens Bisgaard-Frantzen, Managing Partner and Vibeke Wounlund, ATP Private Equity Partners
•About ATP Private Equity Partners•Investment strategy and fund types•ATP PEP’s due diligence strategy and process•Five focus areas•Investment process•Key focus areas: track record, team, strategy, processand terms and conditions•Track record•From concrete track records to qualitative assessments•Strategy, process and philosophy •Team•Consistency •Reference checks•Terms and conditions•Due diligence and the manager
Preparation of the Limited Partnership Agreement
Jonathan Blake and Jeanette Thompson, SJ Berwin
•Importance of the Limited Partnership Agreement•Key clauses in a Limited Partnership Agreement•Negotiating issues for the Limited Partnership Agreement•Jurisdictional issues•Tax issues•Information table
When things go wrong
Private Equity International
•Market factors•People factors•Information factors•Campaign factors
SURVEYS
LP attitudes to fund terms and conditions
Private Equity International
•Introduction•Overview •Relative importance of different terms•General partner commitment levels•Management fees•Transaction fee and other income•Carried interest provisions•Keyman
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