Recorded on 05/11/2023

Portfolio Update Call on Cresset Partners Private Equity Opportunities Fund (“CPEO”)

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Watch the replay on Cresset Partners Private Equity Opportunities Fund “CPEO,” featuring Chris Boehm and Megan Kellerman. We will discuss the Fund’s mandate, investment in Project Chess, as well as two near term opportunities, Project Panther and Project W. The Fund is open for investment with our next Fund close on May 25.

Project Panther, which will be our second deal, is proposed to acquire 17% of a global, highly specialized engineered components manufacturer. The company makes niche, specialty, mission-critical components for growing and defensive end markets such as Aerospace & Defense, Medical Equipment, Technology Infrastructure and Clean Energy. Our third project, under exclusive LOI, is an interventional pain management business.

We have a near-term actionable investment pipeline across a diverse set of recession resilient industries, including companies in healthcare and wellness, food & beverage, and financial services sectors.

If you would like to access the Fund’s dataroom or speak with a member of our team, please reach out to [email protected].

*Third-party prepared biographies are provided for informational purposes only; Cresset does not validate their accuracy or completeness.

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