Hera Investors was a mid-sized corporation looking to diversify its investment portfolio and explore new investment opportunities. Our team of advisors worked closely with Hera Investors to identify a potential investment opportunity that aligned with its risk tolerance and investment goals.

Through our extensive network of industry contacts and due diligence process, we identified a private equity opportunity that provided high returns with an acceptable level of risk. We recommended that Hera Investors invest a portion of its cash reserves into the opportunity.

Over the course of several months, we provided ongoing monitoring of the investment and regular reporting to Hera Investors. The investment performed exceptionally well, and Hera Investors saw significant returns on its investment, exceeding its initial expectations.


Hera Investors


October 02, 2020

01. Сhallenge

One of the challenges faced during this investment was the lack of knowledge and experience that Hera Investors had in the private equity market. Our team of advisors worked with Hera Investors to educate them about the unique characteristics of the private equity market, and the risks and rewards associated with private equity investing.

02. Solutions

We developed a customized investment strategy that was aligned with Hera Investors long-term financial goals and identified a suitable private equity investment opportunity. We worked with the investment management team to negotiate favorable terms and conditions, and we provided ongoing monitoring and reporting to ensure that the investment performed in line with expectations.

03. Results

Through ongoing communication and regular portfolio reviews, we were able to help Client E achieve its financial goals and connect the corporation to a private equity investment opportunity that provided significant returns on its investment.


At McGibbs Investment Consultants, we are committed to providing customized investment consulting services that address the unique needs and goals of each of our clients. Contact us today to learn more about how we can help your organization achieve its long-term financial objectives.