Carried & Co-Investment Structures

Maximising Returns and Aligning Interests

At Equiom, we understand the importance of aligning the interests of investors, fund managers, and stakeholders to maximise returns. Carried interest and co-investment structures are essential tools for achieving this alignment. Our tailored services ensure these structures are effectively managed, providing financial transparency and building strong partnerships.

Our Services

Equiom provides a comprehensive range of services for carried interest and co-investment structures, designed to meet the needs of investment funds, private equity firms, and their stakeholders. Our services include:

Structure Design and Implementation: Developing customised carried interest and co-investment structures that align with your business goals and comply with relevant regulations
Trustee and Fiduciary Services: Acting as a trusted fiduciary to manage and oversee the interests of all parties involved, ensuring transparency and fairness
Regulatory Compliance: Ensuring all structures adhere to relevant legal and regulatory requirements, including reporting and disclosure obligations
Tax Advisory and Planning: Providing expert tax advice to optimise the tax efficiency of carried interest and co-investment structures
Administration and Management: Handling the day-to-day administration of structures, including record-keeping, distribution calculations, and disbursements
Investment Oversight: Offering oversight and management of investment performance to ensure alignment with fund objectives
Employee Communication: Delivering clear and effective communication to stakeholders about their entitlements and benefits

How We Can Help

Expert Structure Management and Compliance

Equiom’s expertise in managing carried interest and co-investment structures ensures that your schemes are effectively implemented and compliant with all relevant regulations. We handle the complexities of structure design, implementation, and administration, allowing you to focus on your core investment activities. Our team stays updated with the latest legal developments to provide accurate and reliable advice, reducing the risk of non-compliance and associated penalties.

Optimising Tax Efficiency

Our expert tax advisory services ensure that your carried interest and co-investment structures are optimised for tax efficiency. We provide tailored tax planning strategies to maximise returns and minimise liabilities, ensuring the financial success of your investment structures.

Enhancing Stakeholder Engagement

By offering well-managed carried interest and co-investment structures, you can enhance stakeholder satisfaction and loyalty. Our clear communication and efficient management of benefits ensure that all parties understand and appreciate their entitlements, creating a positive investment environment. We provide regular updates and detailed reports to help stakeholders make informed decisions.

Tailored Solutions for Investment Success

Equiom offers customised solutions tailored to your specific investment requirements and regulatory environment. Whether you need a carried interest structure for a private equity fund or a co-investment arrangement for a specific project, our services are designed to align interests and support your investment strategy.

Choose Equiom as your trusted partner for carried and co-investment structures. Our extensive experience and commitment to excellence ensure that your structures are effectively managed and aligned with your investment goals. Let us help you maximise returns, build strong partnerships, and achieve long-term investment success.