medium · Private Credit & Debt fund-structures-returns-economics

A private equity fund provides an 'equity ratchet' to a management team. Management initially owns 10% of the equity. The ratchet states that if the fund achieves a 2.5× MOIC or higher, management's stake increases to 15%.

If the exit equity value is $500M and the fund achieves a 3.0× MOIC, what is the value of the management's stake?

  1. $50M
  2. $75M
  3. $125M
  4. $100M

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