Partnership Investment Process
Our rigorous investment process incorporates all of our professionals and ensures exhaustive research is done on every deal. The process is as follows:
| Initial Screen 300+ Funds Sourced Annually |
 |
In-depth Review 125-150 Funds |
|
Initial Due Diligence 75-100 Funds |
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Intensive Due Diligence 30-40 Funds |
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Investment Recommendation 8-12 Funds Annually |
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Proactively source
Log and screen every fund investment opportunity Review private placement memorandum |
In-depth review of private placement memorandum Investigate group through private equity databases and other outside sources |
Management meeting at Mesirow Financial's offices
Benchmark against similarly focused firms |
On-site due diligence
In-depth quantitative and qualitative portfolio analysis Reference calls with Mesirow Financial's network |
Investment Memorandum preparation Terms negotiation Approval by investment committees |
After completion of an investment, MFPE professionals actively monitor each partnership commitment, strategically focusing on:
- Performance relative to sub-asset class peers
- Adherence to stated investment strategy with respect to sector, stage, etc.
- Unrealized portfolio company status and progress
- Organizational stability and impact of changes in investment staff
- Review partnerships' quarterly reports
- Attend annual limited partner meetings
- Schedule informal portfolio reviews with the general partner
- Influence partnership developments through Board of Advisors role
