Investment Strategies

TARGET COMPANIES

INVESTMENT THEMES

man drawing schedule of business growth

GROWTH

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

consolidate

CONSOLIDATION

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

improvements

OPERATIONAL IMPROVEMENTS

Underperforming companies, operating below their potential and where best practices could be effectively transferred

high-five

VERTICAL INTEGRATION

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

disaster-recovery

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)