Equity Fund Services

Customized credit solutions.

Private equity and venture capital firms have relied on Comerica’s Equity Fund Services team to create the customized credit solutions they need to be successful.  At Comerica you’ll find a dedicated and professional team of bankers who understand private equity and venture capital. 

Comerica's Equity Fund Services team works with funds that include many diverse investment strategies across the US and Canada.  We provide credit facilities ranging in size from $5 million to $200 million with the capability of syndicating much larger credit facilities.  We have the expertise to handle international funds as well, providing foreign exchange hedging capability and the ability to lend in foreign currencies

We offer a full suite of Treasury Management solutions specifically tailored to private equity and venture capital firms.  Our dedicated staff provides personal service assisting with loan advances, incoming and outgoing wires, account set-up and maintenance.  Our online and mobile banking platforms make it easy to operate while away from the office and is available 24-7.

Serving management companies and general partners is an important part of our approach and we provide loans and lines of credit to finance working captial improvements and general partner contributions.

Client Profile

Our private equity clients are a diverse and ever-changing group:

  • Private equity firms ranging in size from $30 million to over $35 billion in assets under management
  • Credit facilities from $5 million to over $200 million
  • Capability to arrange syndicated credit facilities
  • Relationships with more than 400 clients across the U.S. and Canada

Private Equity Segments

Equity Fund Services has worked with private equity firms in a variety of asset classes:

  • Energy funds
  • Fund of funds
  • Secondary funds
  • Buy-out funds
  • Venture capital funds
  • Venture/mezzanine debt funds
  • Investment advisory firms
  • Labor-sponsored investment funds (Canada)

Customization

We pride ourselves on catering quickly and efficiently to the individual needs of each of our private equity clients. We have a staff of dedicated in-house client service professionals to work personally with each of our clients. By taking the time to understand your needs, we can provide effective, custom credit products.

You can always count on creative strategies to address your specific organizational, tax and cash flow issues.

Treasury Management

Comerica’s Equity Fund Services team of relationship management professionals can provide innovative, customized Treasury Management solutions developed from our experience, understanding and state-of-the-art technology – a combination that allows us to meet your specific requirements precisely and more cost-effectively.

Whether you want to streamline operations with powerful online systems, take advantage of image services or match payment options to the needs of your clients, Comerica has the solutions to help your firm succeed. With personal attention, robust solutions and a bicoastal presence, we are on call to help your business run smoothly. Additionally, our secure, Web-based products are designed to meet your specific requirements efficiently. Comerica’s Treasury Management products provide sophisticated solutions to help you streamline operations for more adept money management.

International Expertise

In the globalized world of private equity, we are experienced in working with firms that have a variety of international needs. Acting as a liaison between clients and the trading and consulting professionals in Comerica Bank’s Foreign Exchange group, we ensure you have access to the top international strategists within Comerica. Additionally, Comerica Bank offers full service banking in Canada through our operations center located in Toronto, Ontario. Multi-currency loans, checking accounts, a full suite of treasury products and F/X trading are available coast to coast for Canadian businesses or to complement cross-border relationships and their unique structuring demands. 

Integrated Solutions

The professionals of Comerica Equity Fund Services act as a liaison to all areas of Comerica Bank, a full service commercial bank with extensive experience in technology, life science, cleantech, middle market, energy bank portfolio and many other industries. Comerica can provide a wide variety of integrated solutions to help streamline your banking needs, including retirement planning, insurance, wealth management and trust and custody. Let Comerica create customized products and services for your unique company.