Partnership Investment (JV)

Access well‑structured, co‑investment opportunities with a pragmatic partner committed to governance, alignment and long‑term value creation.

A collaborative platform for private investments

Through a global network of partnerships and relationships, EFC provides investors access to well‑defined and structured opportunities in robust sectors and markets. At the heart of our approach is alignment — we frequently invest our group capital alongside clients and partners.

We engage across Venture, Buyout and Secondary strategies, focusing on small and medium‑sized companies led by inspirational entrepreneurs and capable management teams, where our network and know‑how can help build value.

Explore capital investment

Platform highlights

$1.6bn+

Assets under management

Companies invested

Distributed to investors

Figures reflect highlights referenced in EFC materials.

What you gain

• Access to structured deal flow through EFC’s partner network
• Co‑investment alignment — we often invest alongside our clients
• Pragmatic support — we bring focus, energy and availability (24/7 when needed)
• Research‑led, compliance‑first process and transparent reporting
• Flexibility to engage through funds, JVs and direct co‑investments

What we look for

• Inspirational entrepreneurs or management teams with a shared vision
• Attractive sectors where our network or advisors can create value
• Clear value‑creation plan and credible execution roadmap
• Good personal fit, strong governance and measurable milestones

Co‑investment strategies

EFC’s investment platform spans three core strategies across the private markets lifecycle.

Aligned capital, pragmatic partnership

We aim to keep investors at the center of everything we do. In suitable opportunities, we invest our capital alongside clients and partners. Beyond capital, we are available and engaged — bringing focus, momentum and constructive challenge without pretending to know your business better than you do.

Engagement formats

• Fund commitments with specialist managers
• Direct co‑investments alongside lead sponsors
• JV structures for specific projects or platforms
• SPV participation with clear governance and reporting

Structures are tailored case‑by‑case to align incentives and oversight.

Governance & policies

• KYC/AML standards and counterparty screening
• Deal approvals framework with segregation of duties
• Risk management framework & escalation protocols
• Data privacy, confidentiality and business continuity
• Ongoing compliance training and audits

ESG & impact

• ESG integration across due diligence and portfolio monitoring
• Focus on sustainable, long‑term value creation
• Alignment with clients’ ethical and regulatory requirements
• Transparent impact reporting where applicable

From origination to closing

Origination & fit. Explore sector, stage, ticket and governance fit.
Evaluation. Research‑led screening: market, team, unit economics, value‑creation plan.
Structuring. Define role (fund/JV/direct), rights, covenants, and reporting cadence.
Approval & documentation. Internal approvals, legal docs, SPV arrangements if applicable.
Closing & monitoring. Execute and track milestones with transparent reporting.

What to include in your deck

• Company profile, ownership and team bios
• Strategy (Venture/Buyout/Secondary), pipeline and edge
• Financials, use of proceeds, timeline and expected outcomes
• Governance, reporting and co‑investment terms sought

PDF is preferred; complete materials accelerate assessment and feedback.

Frequently asked questions

Do you invest via funds, JVs or direct co‑investments?

All of the above — we engage through specialist funds, JV structures and direct co‑investments alongside lead sponsors, depending on fit and governance.

Which private market strategies are in scope?

Venture, Buyout and Secondary strategies, with flexibility across sectors where our network and advisors can add value.

What do you prioritize in potential partners?

Strong management teams, aligned incentives, a practical value‑creation plan, and a good personal fit with a shared vision for the company’s future.

How hands‑on is EFC post‑investment?

We are pragmatic and available when needed — bringing focus and positive energy while respecting management autonomy and agreed governance.