Private Equity Middle-Market Experts Discuss Co-Investment; Privcap

Feb. 29, 2012 - PRLog -- A long-term trend in private equity is for limited partners to seek to co-invest directly in deals alongside their general partners. This trend has made its way to the US middle-market, and according to TJ Maloney, President of Lincolnshire Management, Terrence Mullen, a Partner at Arsenal Capital Partners, and John Coogan, a Partner with Duane Morris, LP co-investment capital is very welcome.

Mullen explains how his firm now deploys 65 cents in LP co-investment per dollar invested by Arsenal’s fund. Topics discussed include the processes and infrastructure that must be in place for LPs to respond to investment opportunities, the communication requirements of the GP, bringing the right opportunities to the right investors, and how to sell potential portfolio company managers on the benefits of accepting LP capital. The program also includes an expert Q&A session with Gary Levy of J.H. Cohn, the series sponsor.

This is the third in a four-program series called "Crunch Time for the Middle Market." The first segment is "Deal Flow Dynamics,” and the second segment is “Discriminating Debt.”

View the full video and register for free here - http://www.privcap.com/programs/72-middle-market-co-inves...

Participants

TJ Maloney
President
Licolnshire Management

T.J. Maloney is President of Lincolnshire Management, which he joined in 1993. Prior thereto, he practiced merger, acquisition and securities law in New York City.
He is a member of the Board of Trustees of Boston College and the Board of Trustees of Fordham University.  Maloney has lectured extensively and has served as a guest lecturer at several universities including the Columbia University M.B.A. Program.
Maloney is a graduate of Boston College (B.A. 1975) and Fordham Law School (J.D. 1979). He is the 2007 recipient of the Richard J. Bennett Memorial Award, presented by Fordham Law School in recognition of corporate leaders with the highest moral standards. Maloney previously served on the Board of Directors and the Executive Committee of the English Speaking Union of the United States and the Board of Trustees of The Tilton School. Maloney has also served on the Board of Directors of several public and numerous private companies.

Terrence Mullen
Partner
Arsenal Capital Partners

Terrence J. Mullen has been the President of MFS/Sun Life Financial Distributors Inc. (SLFD) of Sun Life Financial Inc., since October 27, 2008 and is responsible for the SLFD U.S. business lines. Mullen oversees distribution, including the distribution aspects of Sun Life's Employee Benefits Group, life and annuities products and services. He served as President of Lincoln Financial Distributors Inc. (LFD) of Lincoln Financial Advisors Corporation and Lincoln National Corp. since 2006. He was responsible for the overall strategic leadership, direction and management of Lincoln National, including day-to-day operations and profit and loss accountability. He served as Senior Vice President and Head of Sales for LFD from 2004 to 2006, where he was responsible for managing internal and external sales across all products and channels. He served as a Senior Vice President and Managing Director of the American Legacy business unit of LFD from 2003 to 2004, where he was responsible for the reorganization of the American Legacy wholesaling force. He was responsible for the strategic direction, relationship management and day-to-day sales of the American Legacy variable annuity product line. He has over 20 years of sales and management experience in the financial services industry. He served as a Senior Vice President of National Sales Manager and Managing Director for Seasons Select at AIG SunAmerica from 1996 to 2003. He has a 9-year career in sales and marketing, and held various Marketing Director roles within American Skandia, Dean Witter Reynolds, Inc., Keyport Life Insurance Company, Inc., and Planco Financial Services. He serves as a Director of Sun Life Assurance Co. of Canada (U.S.). He served as a Director of Insured Retirement Institute. He is a licensed securities dealer with Series 6, 26, 63 designations, and is also insurance licensed. Mullen has a Bachelor's degree in Business Administration and Finance from the University of Delaware.

Jay Coogan
Partner
Duane Morris

John M. ("Jay") Coogan, Jr. is a partner in the Corporate Practice Group in the Philadelphia office of Duane Morris LLP. Coogan counsels publicly-held and private companies and private equity and other investment firms in mergers and acquisitions, securities offerings, venture capital financings and the establishment of startup enterprises and emerging businesses. Coogan’s clients invest in and operate enterprises across a wide variety of industries, including technology, business services, energy and consumer products. As an adjunct member of the Duane Morris Health Law Practice Group, he also advises non-profit and for-profit healthcare enterprises in business and regulatory matters.
Coogan is a 1985 magna cum laude graduate of Tulane University School of Law, where he was awarded the Dean's Medal and elected to the Order of the Coif, and a graduate of Vanderbilt University. He also served as clerk to Justice Andrew G.T. Moore II of the Supreme Court of the State of Delaware. He regularly serves on the boards of various business and charitable organizations in the greater Philadelphia region, and is an active member of PACT and the Association for Corporate Growth.

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