How Investment Firms of the Ultra-Rich Partner with PE Funds to Find Top Deals and Save on Fees, CNBC

Partner Kevin Shmelzer is quoted in a CNBC article looking at how private equity sponsors are increasingly willing to negotiate co investment rights to encourage family offices to commit capital to their funds.

He explained that these arrangements can include protections to preserve ownership stakes and enhanced access to financial and operational information, giving family offices greater transparency while allowing sponsors to secure long term allocations.

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