Stephanie Hackett, Partner and Portfolio Manager shares how we at Evercore Wealth Management think about private equity – an asset class that is increasingly important for investors seeking long-term growth and diversification.
Key Highlights:
- Private Equity Buyouts – These are investments in established businesses with stable cash flows. Managers typically pursue operational improvements, geographic or product expansion, cost rationalization, or bolt-on acquisitions. Buyouts often involve majority ownership stakes and use more leverage.
- Growth Equity – These are investments in fast-growing companies with proven models, recurring revenue, and high customer retention. Growth equity generally involves minority ownership stakes and limited-to-no debt.
