The firm has identified numerous opportunities through its research, best expressed through mid-market private equity investments, late-stage investments, and active partnerships in emerging markets.

Private Equity

We have identified various opportunities through our research, best expressed through mid-market private equity investments. Rather than investing reactively by engaging with inbound calls, we proactively originate exclusive investment opportunities. Our private equity investments typically pursue: (i) buy-and-build strategies targeting secular trends where we see strong potential, and (ii) opportunities in the European mid-market space, where superior returns are achievable.

Criteria

  • We primarily pursue investments in highly fragmented industries where economies of scale and scope justify the development of a comprehensive roll-up strategy.

    1. High CapEx businesses

    2. Marketing-led verticals

  • Over the life of an investment, we aim to deploy an average of $25–$200 million.

Growth Equity

We invest in industry-leading companies with significant growth potential that are at the forefront of the meta trends we have identified. These companies are proactively addressing future challenges with impressive efficiency and scalability. They possess strong and defensible competitive advantages and are actively pursuing expansive and lucrative market opportunities.

Criteria

  • Revenue of $50 million or higher (high gross-margin businesses with a clear path to profitability)

    1. Verticals with binary risks, such as biotech

    2. High CapEx businesses

    3. Hardware-led businesses

    • Investment Size: $25 million to $200 million

    • Role: Majority or minority investments (comfortable participating or acquiring secondaries)

Holding Company

Under Construction