Carried & Co-Investment Structures

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. 

Please note this content has been carefully prepared, but it has been written in general terms to provide an overview of the services available across the Equiom group and should be seen as broad guidance only. The statement is not intended to suggest that each service listed is provided by all office locations. For more specific information, please contact our team or an office location of your choosing.

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