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Focus and Guiding Investment Principles

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Special situations

We specialize in complex situations that generate above market returns:

- Carve outs and successions  (i.e. Family-owned, Equity holders’ buy outs, regulation constraints)

-Financially distressed assets

-Businesses requiring Rapid Transformations and org’ structure redesign

-Debt Restructuring (to improve financing costs) 

Sector focus

We invest in sectors where we have a track record of success, allowing us to deliver quick, sustainable wins

- Our core focus is around Industrials (mostly manufacturing), Agriculture (incl. Agri infrastructure) and related Durable Goods

- We look for niche markets with specialized products that create long-lasting businesses

Distinctive business models

Our targets are high-quality businesses, facing specific business and financing constraints.

- We usually screen for businesses with 5 years or more of historic positive cash flow

- Aiming for businesses that are Mission critical, involving specialization, engineering, regulation, certification etc.

Ticket Size

We look for “under the radar” businesses, with low-medium ticket ($10-$100MM annual revenue), allowing us to generate outsized PE returns driven by multiple arbitrage (buy low, sell high)

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