Global Private Equity Investors

Targeting to commit USD $15 Billion across approximately 100-150 businesses.

Philosophy

We believe that extraordinary results can be achieved through great planning, even greater execution, strong leadership, and deeply committed partners.  

We separate ourselves by our willingness to bet on businesses in situations that often appear as high risk to more conservative investors.  However, our core strategy results in a portfolio designed to outperform traditional benchmarks. 

Our core strategy prioritizes buying and holding large non-control equity positions in high-quality businesses for long periods of time.  We focus most on fundamentals and long-term prospects of the companies in which we invest.  Once invested, we leverage our resources and relationships to help our portfolio companies whenever practical and will typically allocate a dedicated team to assure our resources are leveraged to their fullest potential.

If you seek a partner who understands bold decisions are an absolute necessity in every company’s evolutionary journey, we invite you to join us.

Looking Forward

With decades of investment management, banking, real estate, securities, corporate strategy, and operating experience, our leadership team has led investments into a variety of asset managers and public and private companies across a wide range of industries.  Our principles welcome the opportunity to share their deeply rooted expertise with the current and next generation of leaders as we invest in the future.

Investment Criteria

We make non-control (49% or less) equity investments into businesses that have the potential to achieve 5-10x revenue growth with our capital commitment.  We have no size limitations; however, with our current deployment, investment commitments are expected to range between USD $50 Million to $5 Billion per business, with most falling between USD $100-500 Million.

Businesses must either be public or agree to become publicly listed on a major global stock exchange within 3 years.  Our investment requires issuance of free trading shares.  A strong committed management team with a track record of success is critical.  Most business types and industries are eligible, provided the business activities are legal in the United States, and in the countries where the business operates.  Most geographies are eligible, with a few exclusions.  Once we have adequate information, due diligence and transaction approval is typically completed within 30 days.