PRIVATE EQUITY FUNDS

OUR PRIVATE EQUITY FUND APPROACH

In certain instances, where Sergi Enterprises recognizes a superior opportunity, we may invest directly into private equity funds managed by outside individuals, companies and limited partnerships. Although our participation in outside funds represents a relatively small percentage of our overall business, we feel it is an important aspect of diversification and portfolio growth.

Again, each investment is analyzed on a case-by-case basis, but we feel it important to note that our early investigation of these arrangements will look specifically at the following:

  • Prior & current success of management team (should be demonstrable)
  • Feasibility of business plan and financial activities (funding inquiries s should include an executive summary and reviewed financials)
  • Current Market Conditions (including size, current market share, competition, etc)
  • Product or service protections (specifically any barriers to entry for competition)
  • Probability of obtaining any necessary funding
  • Scalability/sustainability or project
  • Any regulatory oversight (now or in the future)
  • liquidity events and exit strategy

Our typical investment will be into smaller:

  • LP’s and private equity arrangements
  • Private equity funds
  • Fund of funds

For more information on private equity investment, please contact one of our team members by clicking here.


Investment Information

Below you find helpful links about real estate investments, private business investments, early stage investments and private equity.

Real Estate Investments
Business Acquisition & Investment
Early Stage Investments
Business Services & Incubation
Private Equity

We consider each investment on a case-by-case basis, taking into account the required resources, potential ROI, as well as current market trends and conditions. Sergi Enterprises does not rely on outside capital for its funding- this requires us to be HIGHLY selective during the due diligence phase and may also require very precise criteria.

Find out more information about Sergi Enterprises by clicking here.

© Sergi Enterprises, LLC.     All rights reserved.       P: 312. 784.7900     F: 312.784.8505     Chicago, IL

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