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Office Locations:
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Campus Box 3440, The Kenan Center
Ste 402
Chapel Hill, NC 25799-3440
Phone: 919-843-5482
Fax: 919-843-9178
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Business Services
Information Technology
Life Sciences & Healthcare
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The Kenan-Flagler Private Equity Fund is a student-run fund with more than $6 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 46 portfolio companies, exited 23, and received 5 dividend recapitalizations.
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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
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
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 |
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