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 $10 MILLION - $100 MILLION
across multiple industries and geographies
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.
