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40 Must Know Definitions


1. Private equity: An asset class consisting of equity securities in companies that are not publicly traded on a stock exchange.


2. Limited Partner (LP): An investor in a private equity fund who provides capital to the fund in exchange for a share of the profits.


3. General Partner (GP): The manager of a private equity fund who is responsible for making investment decisions and managing the portfolio.


4. Fund of Funds: A type of investment fund that invests in other investment funds, including private equity funds.


5. Buyout: The acquisition of a company or a controlling interest in a company by a private equity firm.


6. Leveraged Buyout (LBO): A buyout in which a significant amount of the purchase price is financed with debt.


7. Growth Equity: A type of private equity investment in which a firm invests in a growing company that is not yet profitable.


8. Venture Capital: A type of private equity investment in which a firm invests in early-stage companies with high growth potential.


9. Mezzanine Debt: A type of debt financing that combines elements of both debt and equity financing.


10. Capital Call: A request for payment from limited partners to fund a private equity investment.


11. Carried Interest: The share of profits earned by the general partner of a private equity fund.


12. Management Fee: The fee charged by a private equity firm to its investors for managing their investments.


13. Due Diligence: The process of conducting a thorough investigation of a company or investment opportunity before making a decision to invest.


14. Exit: The process of selling a private equity investment, usually through an IPO or a sale to another company.


15. Private Placement: The sale of securities to a limited number of investors, usually through a private offering memorandum.


16. Private Investment in Public Equity (PIPE): A type of private placement in which a private equity firm invests in a public company.


17. Recapitalization: The restructuring of a company's capital structure, often by replacing debt with equity.


18. Secondary Market: The market for buying and selling existing private equity investments.


19. Distressed Debt: Debt securities of companies that are in financial distress or bankruptcy.


20. Value-Added Investment: An investment strategy in which a private equity firm takes an active role in managing a company to increase its value.


21. Co-Investment: An investment made by limited partners alongside a private equity firm in a particular investment opportunity.


22. Platform Company: A company that serves as a foundation for a private equity firm's investment strategy in a particular industry.


23. Roll-up: The consolidation of multiple companies in the same industry to create a larger, more efficient company.


24. Minority Investment: A private equity investment in which the investor does not have a controlling stake in the company.


25. Fundraising: The process of raising capital from investors for a private equity fund.


26. Fund Size: The total amount of capital committed to a private equity fund by its investors.


27. Fund Vintage Year: The year in which a private equity fund is established.


28. First Close: The first round of fundraising for a private equity fund.


29. Final Close: The last round of fundraising for a private equity fund.


30. Key Person Clause: A clause in a private equity fund's limited partnership agreement that specifies certain individuals whose departure could trigger a change in the fund's investment strategy.


31. Clawback Provision: A provision in a private equity fund's limited partnership agreement that requires the general partner to return any excess profits earned to the limited partners.


32. Waterfall Distribution: A distribution of profits from a private equity fund that follows a predetermined hierarchy.


33. High Water Mark: A threshold that must be exceeded before the general partner of a private equity fund receive any of their carry.


34. Direct Investment: An investment in a company made by a private equity firm without the use of a fund.


35. Exit Multiples: The ratio of the sale price of a private equity investment to its original purchase price.


36. Management Buyout (MBO): A type of buyout in which the existing management team of a company acquires a controlling interest with the help of a private equity firm.


37. Distressed Investing: A type of investment strategy in which a private equity firm invests in companies that are experiencing financial distress.

38. Bridge Financing: Short-term financing provided by a private equity firm to a company in anticipation of a larger financing round.


39. Coattail Provision: A provision in a private equity fund's limited partnership agreement that allows limited partners to invest in certain deals made by the general partner outside of the fund.


40. Control Premium: The premium paid by a private equity firm to acquire a controlling stake in a company, which reflects the additional value of control.


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