MidOcean US Advisor manages investments for its affiliated private equity funds, which invest in middle-market private companies. MidOcean identifies investment opportunities, negotiates terms, arranges financing, and monitors portfolio companies. The firm's senior personnel may serve on the boards of these companies. MidOcean expects to provide co-investment opportunities to certain investors.
MidOcean US Advisor does not directly manage investments for individual investors. It manages investments for private equity funds, charging a management fee based on a percentage of commitments during the fund's investment period or a percentage of assets under management after the investment period. Certain funds may also pay a strategic services fee. The management fee may be reduced by supplemental fees earned from portfolio companies.