About Us

Investment Principles & Capabilities

Principles

Capabilities

Integrity

Overall alignment with ILPA principles and responsible ESG guidelines

 

Long-Term Perspective

“Through-cycle” view of industry demand/supply fundamentals, trends and potential discontinuities

 

Reputation

Outstanding reputation across the South American business community

 

Multi-Sector Expertise

+25 years of collective experience in Food & Beverages, Energy, Animal Protein, Basic Materials, Dairy, Media & Technology

 

Operational Focus

Top-line growth, EBITDA margin expansion, working capital optimization, PP&E utilization improvements

 

Pricing Discipline

Adequate margin of safety vis-à-vis intrinsic value

 

Know-how

Expertise across all major organizational fields (strategy, corporate finance/M&A, operations, talent management, organizational behavior)

 

Network

Unparalleled access to business, political and social leaders in the region

 

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INVESTMENT Themes

Demographic, economic, social and technological global trends are radically transforming people’s consumption behavior and creating opportunities across multiple sectors in the economy.

GLOBALIZATION

URBANIZATION

RAISING INCOME

INCREASING LIFE EXPECTANCY

CONNECTIVITY

CONVENIENCE

"Easy for you"

INDULGENCE

"Fun for you"

HEALTH & WEALTHNESS

"Good for you"

CUSTOMIZATION

"Just for you"

HEALTHCARE

FOOD & BEVERAGE

RETAIL

EDUCATION

HOSPITALITY & LEISURE

INVESTMENT strategy

Humus Capital Partners will target middle market companies in South America (ex-Brazil), pursuing at least one of the following investment thesis:

Established, mid-sized companies

Family-owned/family-run, or corporate ‘widows & orphans’

Lacking a combination of aspirations, capabilities and capital to take the next step in performance

GROWTH - Companies that require growth capital to finance an aggressive expansion plan or a transformational event.

CONSOLIDATION - Companies that operate in industries with excess capacity, high fixed costs or sub-optimal scale, where cost synergies can be obtained.

OPERATIONAL IMPROVEMENTS - Underperforming companies, operating below their potential and where best practices could be effectively transferred.

VERTICAL INTEGRATION - Businesses where intermediation along value chain is complex/inefficient/costly, and there’s value to be unlocked by integrated coordination.

TURNAROUNDS & SPECIAL SITUATIONS - Structurally solid companies with proven business models that might be under duress due to some temporary or non-recurrent event (eg, shareholder deadlock, regulatory change, climatic event, etc)

INVESTMENT guidelines

guidelines