Participation is subject to investor eligibility, jurisdiction, available allocation and the terms of each transaction.
Start with the right fit
Prospective investors can enquire about participating in individual proprietary transactions alongside Bergweiss. We begin with the investment objective, intended amount, relevant experience and ability to commit capital for an uncertain period. An enquiry creates a basis for discussion; it does not mean a suitable opportunity is currently available.
Our discussions focus on the business and the transaction: the strategic rationale, use of capital, proposed structure and how the investment may develop over time. The rights and obligations of participants are assessed for the specific opportunity.
How a conversation can progress
Outline your interest
Share your jurisdiction, intended participation amount and areas of interest. The initial enquiry is non-binding.
Establish eligibility and availability
We review the relevant investor requirements and whether an appropriate transaction and allocation are available before progressing.
Review the specific opportunity
Where appropriate, review the transaction information, risks, structure, proposed terms and disclosures. Take independent legal, tax and investment advice as needed.
Make a documented decision
Any participation proceeds only under the relevant transaction documents, eligibility checks and agreed terms. An expression of interest is not a commitment or confirmation of allocation.
Understand the investment before committing
- Can you bear a partial or complete loss and hold the investment without relying on an early exit?
- What are the valuation, funding needs, leverage, investor rights and potential future capital obligations?
- What fees, expenses and conflicts apply, and how will decisions, reporting and distributions work?
- What assumptions support an exit, and what happens if the business underperforms or no buyer is available?
Discuss proprietary deal participation
Prepare an initial enquiry outlining your jurisdiction, intended participation amount, investment experience and areas of interest.
