Investor Presentaiton
NB Private Equity Overview
Investing in private companies to generate long term growth
A portfolio of direct investments in high quality
private companies
Primarily invested in the US, the largest, deepest private equity market
Diversified across sectors, underlying private equity managers and companies
Benefitting from the skills and value creation initiatives of underlying private equity
managers to drive value in portfolio companies
A strategy focused on co-investing alongside
top tier private equity managers, in their core
areas of expertise
Leveraging the strength of Neuberger Berman's platform, relationships, deal flow and
expertise to access and select the most attractive investment opportunities
Control of capital deployment pacing through co-investments
Typically investing on a no management fee or carried interest basis
A highly selective and responsible
investment approach
A focus on sectors and companies that are expected to benefit from long term structural
growth trends
Underpinned by a strong focus on responsible investment, with ESG considerations
integrated into the investment process
Track record of strong returns
18.1% Gross IRR from investment portfolio over the last five years
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21.0% Gross IRR on direct equity investments
19.2% Gross IRR on realised direct equity investments - 2.3x multiple to cost
22% average uplift on realisations
Note: return data based on trailing five year performance, as of 31 May 2021. Realised gross IRR includes investments realised over the last five years. See endnote one on performance.
NEUBERGER BERMAN
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