I work at a large institutional family office and we have the ability to coinvest on annual basis into private deals (growth equity, LBO coinvest). Firm does not provide leverage to employees.
Anyone have ideas on how I can backlever my coinvest? I have several 100k in PA with margin account. Thinking about using public margin to fund additional private coinvest.
| +38 | Consumer PE is dying/dead? | 8 | 30m |
| +35 | PE to PortCo Chief of Staff | 16 | 5h |
| +33 | Committing to CD&R? | 19 | 12h |
| +12 | Post-Banking Seats | 7 | 1d |
| +12 | Which PE funds are actually great investors | 2 | 1d |
| +11 | Graduating Before Junior-Summer PE/Growth Internship — How Should I Approach the Firm? | 3 | 1d |
| +8 | How do I go from underpaid to overpaid | 2 | 3d |
| +7 | JD, MBA related to PE and other Wall Street Jobs | 2 | 1d |
| +6 | PE (Post MBA) Role | 3 | 1d |
| +6 | What is the value of JD & MBA | 1 | 3d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Private loan. No other option if nothing through the firm
Agree with the other poster, you’ll need to take out a personal loan, line of credit or HELOC(if you own a house).
Not sure how margin in a brokerage account would work for this but I wouldn’t do that.
Ask your dad to loan you half the money
Worst part of First Republic going under...
I was about to say FRB has a product for this in my first comment. RIP
What product was this? Wondering if I can find at another bank
Assume you’re investing with no fees / no carry … is there some mechanism where you’d start having to pay carry / backpay fees on your coinvest if you leave the firm?
Nah, no fees no carry even if you depart
Consequuntur commodi velit velit similique minus ratione enim. Et harum et voluptates et iusto saepe et. Sunt repudiandae qui placeat est quia.
Enim sunt esse voluptatem ut aliquid ex quam. Consequatur illo et repellat quam ullam. Praesentium tempore eos suscipit cum dignissimos. Fugiat non quidem voluptas quam voluptatem cumque esse eligendi. Iusto qui qui dolores. Ratione adipisci non rerum et aut. Eum voluptatem quaerat exercitationem cupiditate.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...