Private Equity Financing

Comerica Wealth Management works directly with over 400 Private Equity clients across the U.S. and Canada to provide customized credit, treasury management and investment solutions for firms, the owners, partners and associates.  Our clients include fund families, management companies, general partner entities as well as individual partners.

Comerica Private Equity Client Profile:

  1. Range in size from $30M to $35B in assets
  2. Financing needs ranging from $250k (individual partners loans) to over $100M (subscription and capital call lines through Comerica’s Equity Fund Services Group)
  3. Various asset classes including energy, fund of funds, venture capital, buy-out funds, and more

Financing Solutions Available:

Private Equity Firms/Management Company:

  • Individual partner loans for qualified participants administered through our Partner Loan Program
  • Customized lines of credit to bridge capital calls and fund dividend recaptures
  • Specialized Treasury Management products to help streamline operations
  • Foreign Exchange and international banking services offered

Portfolio Companies:

  • Commercial financing, depository and Treasury Management services for portfolio companies

Individuals:

  • Secured or Unsecured Lines of Credit customized with no pledge of LP Interests
  • Residential Mortgage solutions
  • Comprehensive Wealth Management services including Personal Banking, Investment Management, Estate Planning, and Trust Services

Comerica Wealth Management

Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering integrity and financial prudence to help meet the needs of our clients.

Comerica's comprehensive, team-based approach to wealth management is designed to bring your full financial picture together, allowing us to provide first-class expertise, tailored solutions and personalized service to help you accomplish your goals.

From legacy planning to wealth preservation, asset management to specialized financing, our team of dedicated advisors, planners and strategists works hand in hand to create a balanced road map for your financial future.

For more information contact your local Comerica Wealth Advisor, comerica.com/wealthoffice.