Fidelity dips into private equity

Discussion in 'General Business' started by saramobile, May 30, 2007.

  1. #1
    Fidelity Investments has built a financial empire based on consumer products like mutual funds, IRAs and annuities. Well, the firm is going upscale. That is, according to a report in TheDeal.com [a paid service], Fidelity has put together a $500 million private equity fund.

    If you are a customer of Fidelity, don't expect to get invited. Rather, the fund is for the owners of the company -- not its fund shareholders.

    In light of all the dealmaking lately, a $500 million fund does seem kind of small. Then again, it may be a way to get some experience and build a strong foundation.

    The fund has a broad industry focus and will look for deals in both the US and Europe.

    Tom Taulli is the author of various books, including the Complete M&A Handbook and the EDGAR-Online Guide to Decoding Financial Statements.
     
    saramobile, May 30, 2007 IP