????看起来，不只是卡尔?伊坎（维权投资者——译注）认为迈克尔?戴尔同意出价249亿美元收购与其同名的戴尔公司(Dell) 是笔好买卖。

????最近，与迈克尔?戴尔合作的私募股权公司银湖资本（Silver Lake Partners）在监管文件中披露，它的一些有限合伙人总计将跟投3.50亿美元。换句话说，银湖资本的一些投资者虽然早就已经通过投资银湖间接暴露在戴尔的风险之下，但事实上他们还打算对这笔私有化交易进行双倍（或更高的）押注。

????银湖资本原本同意从手头10.3亿美元的第四只基金向戴尔投资14亿美元出头的资金，上述消息意味着第四只基金未来的风险头寸将只有10.5亿美元左右。这个数字很重要，因为私募股权基金一般总是会努力把单项投资的额度控制在总资本的10%以下。

????一位熟悉情况的消息人士称，有限合伙人的跟投意愿“非常踊跃”，获得了“超额认购”。（财富中文网）??

????It seems that Carl Icahn may not be the only one who thinks Michael Dell got a bargain by agreeing to buy his eponymous company for $24.9 billion.

????Silver Lake Partners, the private equity firm working with Michael Dell, has disclosed in a regulatory filing that some of its limited partners are making an aggregate co-investment of $350 million. In other words, some institutions that already have exposure to Dell (DELL) via their existing commitments to Silver Lake are effectively doubling down (or more) on this particular deal.

????Silver Lake originally agreed to invest just over $1.4 billion into Dell our of its $1.03 billion fourth fund, so this means the fund itself only will have around $1.05 billion of exposure. That's an important number, since private equity funds try not to let any one investment account for more than 10% of their total capital.

????A source familiar with the situation says that LP co-invest interest was "heavy" and "oversubscribed."???