Client Success Stories

It would have been very, very difficult to do what we’ve done without a fund administrator like PEF. Jay Taylor, CFO, Structural Capital Client Background Structural Capital is an investment firm that provides expansion-stage loans to venture capital and private equity-backed companies in the technology sector. The firm provides flexible…
We chose PEF because they were the right size and the right cultural fit. At the end of the day, private equity is a people business, and we felt very comfortable with the people at PEF. Robert Chefitz, Managing Partner, Egis Capital Partners Client Background Egis Capital Partners makes control-oriented…
From day one when they facilitated our launch and disseminated our first capital call, PEF has delivered on all its promises. Jeff Gerson, Partner and Chief Compliance Officer, Granite Bridge Partners Client Background Granite Bridge Partners LLC (“Granite Bridge” or the “Company”) is a middle-market private equity firm that seeks…
The combination of knowledge, systems, and processes, as well as price, all wrapped into the decision making. Andy Kemp, Managing Director, First Capital Partners Client Background First Capital Partners provides junior capital solutions to privately-owned companies in the lower middle market. With more than 120 years of combined investing experience,…
We received overnight credibility and stability in terms of fund administration, and avoided the significant cost and learning curve associated with bringing in and building a team from scratch … It’s like turning on a switch. Chris Clair, CFO, Resilience Capital Client Background Resilience Capital is a Cleveland-based private equity…
We want to work with people who are very experienced. PEF had a depth of knowledge across venture debt as well as mezzanine debt. Renée Baker, Founding Partner, Pivotal Capital Client Background Founded in 2013, Pivotal Capital provides venture debt financing for growth capital, equipment purchasing, and acquisitions to U.S.…
Because PEF has so much experience, they often have insights that go beyond their role as third-party administrator. Kevin Sheehan, Managing General Partner, Multiplier Capital Client Background Multiplier Capital invests in professionally backed growth companies with revenues of between $10 million and $100 million. Over the past 10 years, the…
PEF was very helpful when we were a new fund learning how to comply with SBA regulatory filing requirements. Paul Huston, Partner, Hudson Ferry Capital Client Background Formed in 2007, Hudson Ferry focuses on control-oriented buyout investments across a wide range of industries. Investments are made primarily in family-owned, established…
PEF leverages the expertise they gather from their experiences with other clients and provides us with insight from an accounting perspective. They’ve got our backs. Charlie Edmondson, CFO, Kian Capital Client Background Founded in 2011, Kian Capital is a private investment firm that makes mezzanine and equity capital investments focused…
We would get lost in the shuffle at a big firm, and PEF recognized that we wanted to be active and grow together. John Bingaman, Co-Founder, Iron Creek Partners Client Background Iron Creek Partners LLC was founded in 2009 by John Bingaman and Matthew Harney as a sector focused, stage-independent…
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