FOF/PE/VC  Kenan-Flagler Private Equity Fund

http://www.kfpefund.com





     Office Locations:

Campus Box 3440, The Kenan Center
Ste 402
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 $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.



    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.
    Phillip Adsit Managing Director
    Sam Funkhouser Managing Director

     

    Portfolio companies include:

     

    Recent News: