JRL' goal is to work closely with our clients
to help them achieve superior, long-term private equity
returns through strategic program design and effective
implementation of an investment plan. Our senior investment
professionals spend time and listen to our clients' specific
investment objectives and structure a flexible advisory
relationship either on a discretionary or non-discretionary
basis to meet their needs. We seek to maximize private
equity portfolio performance while minimizing risk through
diversification and the careful selection of high quality
investment managers.
Our private equity advisory services include:
Ø Serving as
an extension of staff
Ø
Developing both strategic
and tactical investment plans
Ø
Creating
private equity target portfolios
Ø
Sourcing
top-tier investment opportunities
Ø
Screening
and performing due diligence
Ø
Executing
recommendations - discretionary or non-discretionary
Ø
Assessing secondary
acquisitions and dispositions
Ø
Monitoring
and reporting on portfolio performance
Ø
Conducting
educational workshops
Ø
Performing
special assignments and ad hoc studies
JRL
Commingled Funds are specialized fund of funds designed to
allow investors to customize their private equity investment
programs. All of our Funds have a menu
driven structure which provides each investor with the
ability to select participation in one or more sectors
depending on individual diversification requirements.
Sector choices generally include:
Ø
Buyout/Corporate Finance (including large and mid-market
funds)
Ø Venture
Capital (including seed, early, late and multi-stage funds)
Ø
Special
Situations (including distressed securities,
mezzanine/structured equity and secondary funds)
Ø
Real
Estate (including opportunistic and value added funds)
Co-investment Funds
JRL
serves as the general partner of single-limited partner
co-investment funds. The funds are
designed to allow the limited partner to actively
participate in the co-investment opportunities that
originate from its existing portfolio of private equity
partnership investments.
Specialized Funds
JRL
serves as the general partner of or co-manages several
single client and commingled private equity investment
vehicles designed to meet specific client objectives.
JRL
Administration Service provides clients with current and
historical portfolio performance, diversification, and
benchmarking analysis through a state of the art,
proprietary portfolio management system.
