FOF/PE/VC  Kenan-Flagler Private Equity Fund

http://www.kfpefund.com





     Office Locations:

Campus Box 3440, The Kenan Center
Chapel Hill, NC 25799-3440
Phone: 919-843-5482
Fax: 919-843-9178

 

Stages:

  • Early
  • Middle Market


 

Industries:

  • Business Services
  • Information Technology
  • Life Sciences & Healthcare

  •  

    Description:

    The Kenan-Flagler Private Equity Fund is a student-run fund with more than $4.4 million of committed capital under management. The fund launched in 2007 and is the first and only student-run fund associated with a leading U.S. business school that seeks to provide real returns to its limited partners. The management team is comprised of 7 Kenan-Flagler students: 4 second-year MBAs and 3 senior BSBAs. All students serve a 3 semester term with the program. The Fund seeks to invest in a mix of buyout, mezzanine debt, growth capital and venture capital deals, all sourced through the fund's LPs and the network of UNC Kenan-Flagler alums that are active private equity professionals. In addition to its own portfolio of companies, KFBSF Private Equity Fund I, L.P. has made a strategic investment in Halifax Fund II. The Halifax Group is a leading private equity fund which invests in lower middle-market businesses across a variety of industries including healthcare, infrastructure, and business services. The Fund typically invests $50,000 to $200,000 in syndication with leading investment funds, with no investment exceeding 20% of committed capital. The KFBS PE Fund has made investments in 26 portfolio companies, exited 5, and received 5 dividend recapitalizations.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Aimee Xu Associate
    Briton Burge Managing Director
    Christopher Huber Managing Director
    Daniel Rue Associate
    David Russell Associate

     

    Portfolio companies include:


      Animal Supply
        web link


      APEX Analytix
        web link


      Apollo Investment
        web link


      Autocrat Premium Coffee
        web link


      Carolina Beer & Beverage
        web link


      Clearside Biomedical
        web link


      Delegate Advisors
        web link


      Hampton Roads Center for Clinical Research
        web link


      iRhythm
        web link


      Jacob Ash
        web link


      National Clinical Research
        web link


      North American Video
        web link


      Nutrition Physiology
        web link


      PJ United
        web link


      PolyPipe
        web link


      Revolution Dancewear
        web link


      Service Champ
        web link


      Sharecare
        web link


      TransEnterix
        web link


     

    Recent News:


      There is no recent news for Kenan-Flagler Private Equity Fund.