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Financing for Private Equity Funds

Private investors often work with banks, like Univest, to support their ongoing financing needs.
Typically, a middle market investment firm falls into one of three categories: private equity,
family office or independent sponsor. Univest has a long track record of working with all of these
groups in a number of capacities including purchase transactions, ongoing financing needs, and
treasury management. For the purposes of this article, we will focus on the various types of
financing provided to a traditional, committed private equity (PE) fund.

Financing acquisitions of portfolio companies
Often when acquiring a portfolio company, the PE fund will look…

How Partner Loan Programs are Helping Firms Retain Talent

There is no denying that companies across the board are struggling to find and keep employees. The job-opening rate rose to 6.9% this July while the resignation rate was 2.7%, according to data released by the U.S. Bureau of Labor Statistic in September 2021. The labor shortage has most impacted the retail and unskilled labor market, but what has become known as the “Great Resignation” isn’t only affecting traditionally high-turnover jobs.

Leaders in professional and business services industries, from lawyers and engineers to bankers, accountants, financial advisors and medical professionals, are seeking ways to maintain their greatest assets…

The Secret to 2020 Business Success: Relationships

During challenging times, it’s especially important to reflect on the lessons learned to help prepare for the future. 2020 was a year like no other and as we look back at how we navigated the unexpected, what comes to light is how we were able to support our customers in new ways. This ability to adapt to the needs of our customers highlighted what matters most to our team – trusted relationships. Relationships were the foundation on which the bank was built in 1876 and our commitment was, is, and always will be building connections in the communities we…

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