“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 buyout and growth investments in technology-driven businesses in the Security and Protection industry. Since 2008, Egis has made 14 platform investments in the space, focusing on partnering with companies that can benefit from the Firm’s industry knowledge, operational and financial expertise, C-level relationships, and proactive ownership model.

Situation

With more than 100 years of collective experience among the Partners in operating and financing companies in the fast-growing security and protection industry, Egis Capital is uniquely positioned to create value for its LPs. In January 2020, they closed their third and largest fund, and they recognized that administering the fund in-house was not an option.

The Firm also recognized that today’s investors want to know that the funds they invest in are supported by exceptional professional service organizations.

The PEF Services Solution

After evaluating several fund administrators, Egis Capital chose PEF Services to administer their third fund.

Technology was another key selection criterion. Egis Capital is more technology-enabled than most firms of their size, and they prefer to partner with like-minded service providers.

Results

Working with PEF Services has enabled Egis Capital to successfully launch Fund III and feel confident that their needs—and those of their investors—are being met.

The extra care and attention that PEF Services brings to the service engagement has helped make life easier for Egis Capital’s lean back-office team.

The relationship has also enhanced the investor experience. As part of its LP reporting services, PEF Services gives investors access to a state-of-the-art investor portal where reports and documents are available 24/7.

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