CHAPTER 3Co-Investment Strategies in Direct Investing

Co-investment strategies increasingly have become a popular means of entering direct investments. In this chapter, the concept of co-investment is defined and discussed as it relates to investing in direct investments. The chapter expands on what is driving the demand, popularity, and opportunity in co-investing with insights from the Family Office Exchange. Further, the chapter discusses the different roles of co-investors and how these roles interrelate, such as how and why individuals new to co-investing might consider that co-investing is appropriate for them. There are different ways of co-investing, such as participating in club deals, that appeal to different preferences, which will ...

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