EWM Global sponsored the PEI CFO/COO Forum held at the Grand Hyatt hotel in New York City. Surrounded by some of the strongest names in the Private Equity industry, our Chief Marketing Officer, Thomas Pittman, moderated the “Carried Interest Structure and Calculation” discussion. The elite panel consisted of partners from AEA Investors LP, L Catterton, The Riverside Company, and Crowe Horwath LLP, and covered a full range of topics concerning the plan design and structuring of carried interest plans from the general partner perspective. The scope of topics included CFO insights on carry point allocations (fund level, deal by deal, vintage year), vesting, holdbacks, and leaver and forfeiture-of-carry provisions.
EWM Global’s web-enabled platform for carry plan administration mitigates the risk of error of spreadsheets while providing deal teams transparency into their carry value and transactions. EWM Global continues to be a global thought leader in carry plan design and administration for private equity firms.