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Understanding Private Markets

A Global Shift is Underway

Companies are increasingly remaining private – delaying or foregoing going public listing – and seeking financing through private capital sources.

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Challenges of becoming a public company

  • Additional regulatory requirements (Sarbanes-Oxley)
  • Heightened accounting and auditing requirements
  • Higher costs of operating as a public company

 

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Benefits of staying private

  • Access to patient capital
  • Owners can focus on long-term strategic objectives over quarterly results
  • Greater control and flexibility over decision-making

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Meketa Capital Solutions

  • Registered Funds
    Meketa Capital provides simplified access to private market registered investments.
  • Models and Strategist Solutions
    Meketa Capital provides non-discretionary model portfolios that incorporate a variety of assets to help unlock diversified risk management solutions.
  • OCIO Solutions
    As RIAs continue to grow, a focus on creating a more scalable practice comes into focus for many. Our OCIO can be leveraged to provide additional expertise and research to help RIAs focus on the things that matter most to them.
Number and size of public companies

50% reduction in the number and 8x increase in the size of public companies over the last 25 years.*

 

*Bloomberg. Stock count from NASDAQ, New York Stock Exchange (NYSE) and New York Stock Exchange American.

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Number and size of public companies

Less than 15% of companies with revenue over $100M are publicly held. The number of public companies has been declining, leaving investors unable to access a significant portion of the US economy.*

 

*S&P Capital IQ data as of December 2022; statistics of US businesses; Bain & Company, Global Private Equity Report, February 27, 2023.

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Alternative allocation institutions companies vs. individuals

Family offices and institutional investors such as pensions, foundations and endowments have long recognized the benefits of investing in private markets, such as the potential for enhanced returns, income generation, lower correlation and diversification.* Allocations to private equity of 15% to 40% or more are common among these large, sophisticated investors.

 

* INVESTCORP, Increasing Allocation to Private Markets, June 2021

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Dynamic Solutions for Today’s Investors

Meketa Capital is providing access to private market investments at a time of unprecedented market demand, driven by:

  • Desire for enhanced diversification beyond the traditional 60/40 portfolio
  • The opportunity to seek higher risk-adjusted returns
  • The ability to access expanded investment opportunities
  • A way to mitigate portfolio risk with investments that tend to have a lower correlation to the daily public market movements

Meketa Capital provides access and tools that empower RIAs to provide dynamic solutions for their clients.

Benefits of the Co-Investment Structure

Meketa Capital’s portfolios take advantage of a co-investment structure. A private market co-investment is a type of investment strategy where an investor (limited partner or LP) makes a direct investment in a private company (portfolio company) alongside a private investment fund manager (general partner or GP). This differs from the typical “blind pool” private market fund structure due to the LP having knowledge of the specific portfolio company into which they would be investing.

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Co-Investment Advantages

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Deploys Capital Immediately

Faster and greater exposure to attractive assets, mitigating the J-curve.
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Better Terms

Typically lower management and performance fees* translates into higher expected potential returns.

*Total Annual Fund Operating Expenses After Fee Waivers and Expense Reimbursements for Class I shares is 2.10%.

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Control Over Portfolio Exposure

There may be flexibility to choose investments and size of a deal to fit overall portfolio objectives.*

*Co-investments typically limit the amount of control management has over the assets within the portfolio and the timing of certain actions. There can be conflicts of interest between the two co-investing parties.

Ready to find out how private investments may support your clients’ financial goals?
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