INVESTMENT STRATEGY

We deliver resources beyond capital to create long-term value.

Our portfolio spans multiple industries, sectors and geographies.

STAKEHOLDER-CENTRIC STRATEGIC CAPITAL

Our investment strategy is to create long-term value by delivering resources beyond capital and partnering with entrepreneurs that share our values.  

Our diversified portfolio spans across many industries, sectors, and geographies. We are governed by an investment policy statement, allowing us to maintain an appropriate portfolio construction. 

EQUITY INVESTMENTS FROM $5 MILLION - $50 MILLION
across multiple industries and geographies

GLOBAL INVESTMENT FOOTPRINT

INVESTMENTS ACROSS NORTH AMERICA, CENTRAL AMERICA AND EUROPE

UNITED STATES

UNITED KINGDOM

GERMANY

SPAIN

ITALY

AUSTRIA

CANADA

MEXICO

CENTRAL AMERICA

We align our investments with our values.

  • We invest in good people who create value and deliver results.
  • We’re conservative, careful, and strategic.
  • Our investment portfolio is diverse.
  • We’re stakeholder centric. 

Philosophy

We invest in good people who create value and deliver results.

Conservative Underwriting Standards

Carefully establishing credit criteria and strategic planning guides our investment committee process.

Diverse Investments

Investments include operating companies, strategic partnerships, funds, financial instruments, and real assets.

Stakeholder-Centric

Maintaining the trust and confidence of all stakeholders. We believe decision-making is strengthened by diverse participation and perspective.

Our investments types and structures:

Operating Companies  |  Private Equity Funds |  Partnerships | Real Estate | Fixed Income | Public Equity | Alternative Investments

Strategic Controlling Interest | Active Ownership Participation | Minority Interest with Consent Rights | Passive Limited Partner | Security Interest | Joint Ventures

KEYS TO OUR SUCCESS

We want to partner and invest with people who have the ability to execute and win, but more importantly have good character and a solid moral compass.