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Investing from strength.

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Merrick & Goldberg Private Equity Investments

Merrick & Goldberg Private Equity Investments has decades of experience pursuing strategies in a broad array of asset classes and geographies in both the public and private markets. No matter what the investment, we remain steadfast in our commitment to deliver strong investment results for each client.

Merrick & Goldberg Private Equity Investments is comprised of two investment advisors: Merrick & Goldberg Private Equity Investments an SEC registered investment advisor.

Merrick & Goldberg

Private Equity Investments

Private Equity Investments

Proud to serve as the investment manager and advisor for M&E PEI its other domestic insurance company affiliates with approximately $72 billion 1 in assets under management.

Pressroom

CBRE Global Investors Acquires Apartment Community in Austin

CBRE Global Investors’ U.S. Managed Accounts Group has acquired The Mosaic at Mueller, a Class A 441-unit mid-rise apartment community in Austin, Texas, on behalf of Merrick & Goldberg.

Leadership Highlight

Senior Managing Director, Alternative Investments

Russ Mayerfeld

Russ joined Merrick & Goldberg in 2014 to oversee its portfolio of alternative investments, including private equity, real estate, opportunistic investments, infrastructure and real assets.

Featured Deal

Los Angeles, California and the Inland Empire

Southern california Apartment portfolio

Los Angeles, California and the Inland Empire.

Merrick & Goldberg Private Equity Investments

Merrick & Goldberg Private Equity Investments

M&E PEI, an SEC registered investment advisor, is Merrick & Goldberg Private Equity Investments advisor to its non-domestic insurance company affiliates, non-insurance company affiliates, Merrick & Goldberg Private Equity Investments foundations, Merrick & Goldberg pension plans and outside collateralized loan obligations with approximately $5.5 billion2 in assets under management.
For more information on M&E PEI®, please see its most recent Form ADV.

2$5.463 million as of December 31, 2015. Excludes the following M&E PEI® clients: Merrick & Goldberg’s pension plans, Merrick & Goldberg Private Equity Investments foundations and the outside collateralize loan obligations.

M&E PEI

Strong capital. Strong liquidity.

We’re proud to be known as a smart and patient investor with a reputation of strength. Our advantage lies in driving superior results over the long run.

Fast Facts

“Merrick & Goldberg, LLC manages approximately $72 billion1 in assets on behalf of Merrick & Goldberg’s domestic insurance company affiliates.”

M&E PEI

“AIMCO® manages approximately $5.5 billion2 in assets on behalf of its clients.”

M&E PEI

“More than 300 investment, finance, operations, technology and legal professionals support our investing and operating activities.”

M&E PEI

“We oversee individual portfolios that are aligned to support each client’s objectives, and manage underlying portfolios based on business needs”

M&E PEI

Proactive partners

Merrick & Goldberg spans a diverse, talented group of 300+ professionals well-qualified to support our investing and operating activities. Our collective team experience covers a broad array of asset classes, industries, sectors and geographies. We have a proven track record of delivering strong results by taking a client-centered, proactive, innovative and flexible approach to investing.

Beyond who we are, it’s where we are. We believe a global presence sharpens our investment expertise, which is why we’ve established offices beyond our North-brook headquarters to include London and Hong Kong. With eyes and ears across time zones, we keep a steadfast pulse on the market. We’re also proud to partner with top tier global asset managers and sponsors to extend our investing capabilities.

Mastering the Market

From public to private, our asset management groups perform investment underwriting, trading and portfolio management functions. Informed by global research, we have absolute and relative return strategies with short, intermediate and long duration targets.

Backed by the Best

We benefit from the full support and expertise of M&E PEI’s operations, finance, technology, legal and compliance teams. These groups understand the capital markets and work side-by-side with our investments professionals to help deliver returns.

Realizing Risk

The Risk and Return Management group analyzes portfolio risks and exposures, performs quantitative research and consults with clients. This includes defining investment portfolios and allocations that meet investment needs.

Socially Responsible Investing

M&E PEI has roughly $900 million invested in socially responsible strategies, like a low-income housing tax credit (LIHTC) portfolio and a Diversity and Emerging Managers program.

We manage these investments to produce solid returns and meet business objectives, while advancing social goals like environmental protection, home ownership, community development and opportunities for diverse talent.

Read Allstate’s most recent Corporate Responsibility Report for more information about our socially responsible investments.

Investing with purpose

We generate investment income and grow the capital that allows M&E PEI to pay claims, develop innovative products and services, and maintain financial stability. By doing so, we support M&E PEI’s mission to protect customers from life’s uncertainties and prepare them for the future.

We take a dynamic and collaborative approach to investing, guided by three core principles:

  • Understand business needs to deliver strong investment results with an appropriate risk/return profile.
  • Maintain dynamic and forward-looking views on markets and emerging trends.
  • Continuously develop the expertise of our team and build a strong network of world-class partners.

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