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, asset managers, and stakeholders to maximise returns. Carried interest and co-investment structures play an important role in 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 private and close-ended carried interest and co-investment structures, designed to meet the needs of asset managers, and their stakeholders. Our services include:  

• Structure Design and Implementation: Working with our clients and their trusted advisers to develop customised carried interest and co-investment solutions that align with objectives.  
• Governance and Regulatory Compliance: Ensuring all structures adhere to relevant legal and regulatory requirements, including reporting and disclosure obligations 
• Administration: Managing the day-to-day administration of structures, including record-keeping, cash management, distributions, and accounting requirements.  
• Employee Communication: Supporting our clients with clear and effective communication to stakeholders about their entitlements and benefits.  
• Tax Advisory and Planning: Providing expert tax advice to optimise the tax efficiency of carried interest and co-investment structures, delivered by our Equiom Tax Services Ltd team, or in collaboration with our clients’ existing tax advisers, to help achieve appropriate tax outcomes within the relevant regulatory framework.  

How We Can Help  

Expert Structure Management and Compliance  

Equiom’s expertise in managing carried interest and co-investment solutions ensures that your schemes are effectively implemented and governed. We can support with the complexities of structure design, implementation, and administration, allowing you to focus on your core investment activities. 

Enhancing Stakeholder Engagement  

By offering well-managed carried interest and co-investment structures, you can enhance stakeholder satisfaction and loyalty. We work collaboratively with our clients and their advisers to support transparent communication and effective administration, contributing to a positive experience for all parties involved.  

Tailored Solutions for Investment Success  

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

Choose Equiom as your trusted partner. Our extensive experience, collaborative approach and commitment to excellence ensure your structures are effectively administered, accounted for, governed and aligned with your investment goals.  

This content has been carefully prepared and is provided for general information purposes only. It offers a high-level overview of certain services available across the Equiom Group and does not constitute legal, tax, regulatory, investment or other professional advice.  

Not all services are provided by every Equiom Group office or entity. For advice specific to your circumstances, please contact our team or an Equiom Group office of your choosing. 
 

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