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Our co-investments team offers curated institutional-quality investments exclusively to our sophisticated clients.
Direct, co-investment and joint venture opportunities can provide an additional source of returns and diversification in core and opportunistic portfolios.
They also enable you to invest alongside like-minded financial institutions and family offices.
Our dedicated co-investments team sources these opportunities from Citi’s institutional network globally and from third-party sponsors.
We then connect you directly to the financial sponsor or corporate issuer, so that you can conduct your own extensive due diligence of each transaction.
Co-investments could help to empower visionary founders and companies not only with strategic capital, but also with insights and expertise from their own businesses and other investments.
Our co-investments are reserved for clients that meet the regulatory, liquidity, and net worth requirements of the program.
Citi’s extensive global network and institutional resources enable us to identify direct private equity opportunities to offer to our qualified clients.
EXCLUSIVITY
The contacts that are cultivated with sponsors and issuers could help enable qualified clients to build relationships with like-minded institutional investors and family offices from around the world.
REACH
They also cover a variety of structures, sectors and regions.
CONTROL THE DUE DILIGENCE PROCESS
To guide investor decision making, issuers provide direct access to their data room.
This enables independent evaluation of confidential transaction information.
Alex is responsible for originating, structuring, and distributing private equity co-investment opportunities with leading financial sponsors to family office and professional investor clients.
Previously, Alex served on Citi Global Wealth’s Private Equity and Real Estate Research and Management team. Before joining Citi in 2016, he worked within the Alternative Investment Group at Bank of America Merrill Lynch. Alex began his career as an alternative investment analyst at Bank of America Capital Advisors.
Alex holds an MBA from Columbia Business School, and a bachelor’s from Boston University.
OUTLOOK
Alternatives have served suitable and qualified investors over the past 24 months. Many hedge funds thrived on increased volatility and dispersion, and private capital strategies showed resilience amid the challenges.
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