Maybern Insights

Welcome to the latest installment of our “Meet the Team” series, where we introduce the exceptional talent driving Maybern’s mission to transform the Office of the CFO from operational management to strategic leadership.

A rapidly growing investment firm managing approximately 15 closed-ended funds and multiple co-investment vehicles faced a critical inflection point. Their operational infrastructure was struggling to keep pace with growth, and the small finance team was overwhelmed by increasingly complex fund operations.

In the world of private debt and private equity, every basis point counts. Fund managers are constantly seeking ways to optimize returns for their limited partners (LPs). One often overlooked component that can significantly impact investor internal rate of return (IRR) is the timing of management fee break rebate distributions. In this post, we'll explore how more frequent fee break distributions can maximize returns for those investors with fee breaks, and how Maybern's integrated platform makes this process operationally feasible.

Teresa Rohrs (Managing Director, Solutions Architect at Maybern) has over 13 years of real estate and private equity expertise. Previously, she led Cadre's Fund Management & Operations team and worked at Angelo Gordon in their Real Estate group.

Learn how Maybern’s implementation approach is different.