Palladium Heritage Management advises private equity funds, specifically the Palladium Heritage Fund, targeting investments in the lower middle market. Palladium focuses on business-to-business and industrial companies, using a value-driven strategy. The firm's services include day-to-day investment activities, management, and operation of the fund. Palladium also offers co-investment opportunities alongside the fund.
Fee Structure
Palladium Heritage Management receives a management fee, typically 2% per year of investors' committed capital during the fund's investment period. After the investment period, the fee remains at 2% per year. These fees are generally paid quarterly in advance. The firm may also receive advisory fees from portfolio companies for services such as designing financing structures and evaluating business development opportunities. These advisory fees may be waived at the firm's discretion.