How We Invest
We thematically pursue investment opportunities in sectors and companies going through transitions when an immediate catalyst for capital exists. There is often situational or transactional complexity. Earnings are typically not fully mature or stabilized. Valuations are frequently misunderstood by more commonly organized, generalist, or commoditized investors.
We believe our mandate and approach enable a richer investable universe. As a result, we can provide capital and resources tailored to each situation, making us more relevant to companies and stakeholders.
Post-investment collaboration occurs across multiple business plan levers, taking many paths to shared value creation.
Work-For-Value Commitment
- We often find the best opportunities where there is more “work” than “risk”
- We work closely with management on multi-year levers, including: Leadership development and talent acquisition, capital investment, scale build-out, strategy, capital structure, operations, and clinical offering
Thematic & Adaptive
- The majority of our investments entail longer-term, thematic pursuits supported by multi-year thesis development, research, and origination efforts
- We also prosecute one-off transactions that episodically arise through our proprietary network due to the unique needs of a particular target
Risk-Adjusted Orientation
- We optimize risk & reward through a variety of investment structures that consider the sensitivities of our stakeholders and transaction-specific execution risks
Diverse Tool Kit
- We utilize a range of investment instruments, designed to architect the optimal capital structure entry point and accelerate value creation