Allied Equity Partners March 1999

By Thomas Hellmann, Philip Alphonse, Jane Wei
2001 | Case No. SM61
Allied Equity Partners provided equity related financing to minority-owned businesses or minority entrepreneurs for the acquisition of established companies, expansion into growing companies, and start-up or early-stage financing. At the time of the case, AEP needed to raise capital of $80 million for its third and largest fund. Its challenge was to go beyond its usual sources of funding and gain access to the more mainstream capital sources of funding that in the last decade drove growth in private equity capital commitments—banks, corporate trusts, endowments, insurance companies, and pension funds. AEP’s principals knew they had to rethink their strategy in order to secure capital commitments to meet their $80 million target. This case is available for purchase from ECCH.
This material is available for download at no charge. Download