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We are one of the longest-established providers of strategic advice, global access and liquidity for private equity principals and their funds.
Christophe Galivel is the principal of a UK mid-market buyout firm based in London, which is in the process of raising a new fund.
The fund requires a committed revolving line of credit to make new investments ahead of calling capital from its limited partners, issue letters of credit and manage currency exposures.
Mr Galivel asks us to invest some of the substantial carried interest he received from his firm’s last fund in liquid assets with an enhanced yield.
Our Global Investment Lab analyses his overall risk exposure in light of his commitment to his own fund and creates a fully tailored, uncorrelated portfolio to help him diversify.
We introduce Mr Galivel to Citi’s Investment Banking unit in order to provide his fund with access to deal-sourcing ideas and expertise in disposals, mergers and acquisitions.
All persons mentioned on this page are fictional and were created for illustrative purposes only. Any resemblance to real persons is a coincidence and unintended.This scenario is hypothetical and for illustrative purposes only. It does not take into account the investment objectives, risk profile or financial situation of any particular person and as such, strategies may not be suitable for all investors. Nothing on this page is intended to be an offer to purchase or sell, or a solicitation of an offer to purchase or sell, any security.No inference should be drawn that any investment product or strategy referred to was actually implemented on behalf of a client, or if it was, that it was successful.
Investments in securities involve risks and may lose value. Investment products are not deposits or other obligations of, or guaranteed by, Citibank, its affiliates or any other depository institution. Investment products are not insured or guaranteed by the U.S. Government, the Federal Deposit Insurance Corporation or any other government agency and may lose value.
The information contained is not intended to be an exhaustive discussion of the strategies or concepts mentioned herein or tax or legal advice.You should obtain advice based on your own individual circumstances from your tax, financial, legal and other advisors about the risks and merits of any strategy before making an investment decision, and only make such decisions on the basis of your own objectives, experience, risk profile and resources.