- FDLD constructs strategic investment offerings for private investors from over 40 years of experience and relationships in the complex industries that are driving market returns for the foreseeable future. Our investment offerings focus primarily around technologies and business strategies that can achieve transformative change, with a hedge strategy that includes service businesses, blockchain tech, real estate, and consumer products.
- Energy Infrastructure Power Industrial Technology
- Traditional private equity firms find investments; we design themLeveraging 40 years of experience and business networks to construct investments across the complex industries driving value for the next generation
STRATEGIC INDUSTRY EXPERIENCE
We design offerings around market-right assets that can be infused with FDLD's industry knowledge, network and resources to drive superior returns.
HANDS-ON APPROACH
Our team invests with a consultative approach to ensure fit, build trust, eliminate issues prior to investment, and enhance value on an ongoing basis.
UNIQUE TARGET HOLDINGS
Through FDLD, investors have the the unique option to choose from not only traditional fund-based offerings but also direct offerings into specific target companies.
INFORMED COMMUNICATION
FDLD bridges the communication gap between private companies and private investors - keeping investors informed and founders focused on driving performance.
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We work with both new and seasoned investors to private equity, forging relationships that make private equity accessible to any generation of wealth-building.
Individual Investors
Our offerings are designed to provide both new and established private equity investors the opportunity to participate in the next-generation of value-driving assets. FDLD investments are thoughtfully tailored across risk profiles, industries, tax needs, investment horizon, type of return, and capital requirements. Although our offerings are limited to accredited investors, we allocate a portion of most offerings to new entrants to private equity.
Private Equity Firms & Family Offices
The structure of our offerings enables fluid partnerships with tenured private equity firms and family offices seeking to invest capital in next-generation industries together with a knowledgeable, hands-on firm committed to driving value through action.
- 1 in 10 US households are eligible to invest in private equity. See eligibility requirements
How we work
Our investments & presentations
FDLD chooses 1-2 private companies to work with each year, bringing our network of investors private equity opportunities they can trust. Investment opportunities are presented to investors via Zoom call (or in-person if you live near Dallas, TX or Columbus, OH). A typical presentation takes about an hour and is scheduled at a time convenient for you. We have a no-pressure approach; we simply request a yes/no decision within 2 weeks of our call (funding times vary; they do not always have to happen within 2 weeks).
Our investors
Approximately 35% of the investors in each of our limited partnerships are new to private equity. Most of our new investors are business owners, professionals (doctors, lawyers, accountants, consultants, real estate agents, athletes), technical experts (engineers, scientists) and corporate executives who are specialists in fields where investment strategy was not a part of the curriculum. Individuals with these careers have historically been excluded from the PE world, and it is our passion to change that. Most of our more seasoned investors are business owners, in later stages of their career, or are retired. These are predominantly individuals and family offices who built wealth the old-fashioned way - with a lot of hard work.
- Ultra high net worth individuals allocate an average of 50% of their investments to private equity
We believe superior returns are achieved not only when the right company has the right product at the right time - but also the right people, operations, and network to fuel sustainable growth
Two-Pronged Approach
FDLD aims to achieve superior returns through a two-pronged approach that includes (1) strategy-based acquisitions where FDLD has unique capabilities to enhance value through relationships, advisory services, resources or other strategic contribution, and (2) pre- and post-acquisition consulting to ensure fit, build trust, eliminate issues prior to investment, and optimize outcomes.
How it Works
FDLD targets companies that have the right product at the right time with the right base of people and business operations. We then work with the company to negotiate and eliminate issues, optimize strategy, and ensure preparedness for scale. After that, we construct performance-driven offerings to meet capital requirements. Then we add the finishing touch by infusing companies with the network they need to make magic happen.
- Pension funds and endowments allocate an average of 27% of their investment portfolio to private equity
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Contact Us
InvestorRelations@fdldholdings.com
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