Co-investments

Our co-investments team offers curated institutional-quality investments exclusively to our sophisticated clients.

Become a client

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.

How we serve you

EXCLUSIVITY

Our co-investments are reserved for Citi Private Bank clients who meet the regulatory, liquidity, and net worth requirements of the program.

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

The co-investment strategies that are made available include venture capital, growth equity, real estate, buyout, private credit and distressed opportunities.

They also cover a variety of structures, sectors and regions.

CONTROL THE DUE DILIGENCE PROCESS

Co-investments allow investors to develop direct relationships with financial sponsors and companies without intermediation.

To guide investor decision making, issuers provide direct access to their data room.

This enables independent evaluation of confidential transaction information.

Alex Levy

Head of Co-Investments
Citi Wealth

Meet our wealth expert

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

Wealth Outlook 2025: Alternatives Edition

Alternatives investing: The next stage of expansion

Alternative asset classes have expanded considerably in recent years and we believe this will continue in the period ahead. Our long-term return outlook continues to exceed those for public equities and fixed income.

Download

Contact us

To help put you in touch with the right Private Bank team, please answer the following questions.

Are you an existing Private Bank client?

        

To qualify, you must meet certain requirements as an institutional and/or professional investor.

Prospects who do not have a relationship with Citi Private Bank are not eligible.