Focus and Guiding Investment Principles
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)