Global Experience and Expertise

Headquartered in Menlo Park, California, with an office in Boston, Massachusetts, Comerica Bank’s Equity Fund Services Group focuses on providing unique financial tools to a broad array of private equity and venture capital firms. The group works closely with other Comerica specialty banking groups, including Middle Market, Real Estate, Energy, Environmental Services, Technology and Life Sciences, and Entertainment to provide a full suite of services for portfolio companies.

Client Profile

  • Clients ranging from $100 million to $30 billion in assets under management
  • Credit facilities from $500,000 to $500 million
  • Relationships with over 100 private equity firms in the U.S. and Canada

Diverse Customer Base

  • Buyout funds
  • Real estate funds
  • Energy funds
  • Fund of funds
  • Infrastructure funds
  • Venture capital funds
  • Investment advisory firms
  • Secondary funds
  • Mezzanine debt funds
  • Distressed / special situations funds

Responsive

  • Sensitivity to unique organizational, tax and cash flow issues
  • Support for your portfolio companies
  • Client service liaison and relationship manager assigned to each client

Broad Range of Financial Solutions

Funds Solutions

  • Subscription lines of credit
  • Capital call line of credit (uncommitted and committed)
  • Credit enhancement tools for portfolio companies
  • Customized credit facilities

Management Company Solutions

  • Term loans for tenant improvements and real estate
  • Standby letters of credit
  • Retirement services (401(k)s, profit sharing, etc.)
  • Working capital lines of credit for expenses

General Partner Solutions

  • GP commitment financing
  • Real estate mortgages (short-term and permanent)
  • Wealth and institutional management
  • Other customized private banking services

Cost-Effective Risk Management Products

  • Long-term fixed rate pricing options
  • Interest rate hedging (swaps, options)
  • Foreign exchange currency hedging

Reliable and Secure Treasury Management and Institutional Trust/Custody Services

  • Global access to the Treasury Management digital treasury suite
  • Batch wire capabilities
  • Remote deposit capture
  • ACH services
  • Offshore accounts
  • Escrow services / GP holdback accounts
  • Institutional trust and custody services

Comprehensive Investment Options

  • Commercial paper, CDARs, Money Market
  • Repurchase agreements (U.S. Treasuries & Agency securities)
  • Investment advisory services
  • Sweep accounts

The Quality Customer Service You Deserve

With over 170 years of experience and over $70 billion in assets, Comerica Incorporated is one of the largest bank holding companies in the United States. We have a correspondent bank network in Europe, China and India. Comerica has fueled the growth of over 3,000 companies nationwide, and our Equity Fund Services Group is now in its second decade of providing financial solutions to venture capital and private equity firms.

The Equity Fund Services Group utilizes Comerica Bank’s extensive banking and investment services expertise to create financial solutions that allow private equity firms to effectively implement and leverage their investment strategies.

Call Us Today

Equity Fund Services

Menlo Park
2500 Sand Hill Road, Suite 110
Menlo Park, California 94025
650.233.3080

Boston
100 Federal Street, 28th Floor
Boston, Massachusetts 02110
617.757.6301