Interlock Equity is a private equity firm that invests in lower middle market companies, focusing on business-to-business and healthcare services. Interlock identifies investment opportunities, negotiates terms, manages investments, and seeks dispositions. Interlock provides discretionary investment advisory services based on the fund's investment guidelines.
Fee Structure
Interlock Equity manages private investment funds and receives compensation from management fees, performance-based compensation (carried interest), and expense reimbursements. Management fees range from 0% to 2% of capital commitments, payable quarterly in advance. Interlock also receives carried interest equal to up to 20% of realized profits, subject to an 8% preferred return. These fees may be modified or waived at Interlock's discretion.