Baum Capital Partners (BCP), a private investment firm that provides equity capital and strategic resources in support of dynamic companies in the lower middle market, has selected PEF Services to provide operational and fund administration services.
Working in close partnership with entrepreneurs and managers, BCP invests in technology-enabled and service-based businesses with exceptional prospects for growth. Baum Capital Partners (www.baumpartners.com) focuses on opportunities in which a financial partner is being sought to solve a corporate or ownership need, including investments to support growth, facilitate ownership transitions or enable management-backed recapitalisations.
“BCP elected to outsource fund administration to allow us to focus more completely on our investment activities,” says Chris Hanson, Partner of Baum Capital Partners. “We selected PEF Services because of its knowledgeable client services team, robust technology platform, and strong reputation within the market.”
PEF Services is nationally recognised as one of the top boutique fund administrators and back-office specialists for both General Partners and Limited Partners in the alternative asset space. The firm’s services include partnership accounting, financial reporting, capital call and distribution processing, investor capital account maintenance, audit and tax return support, and coordinated fulfilment of all investor deliverables.
“PEF’s extensive fund administration experience together with our wide array of services and best-in-class technologies uniquely positions us to meet and exceed client expectations,” says Hank Boggio, Chief Revenue Officer of PEF Services. “We’re delighted to welcome Baum Capital Partners to our family of clients to help them achieve greater efficiencies, scale their operations and provide exceptional service to their investors.”
