Investment Approach
Investing with Purpose
Our investment approach is grounded in identifying and nurturing sustainable and socially responsible businesses. We focus on sectors like emerging technologies, renewable energy, and sustainable agriculture, ensuring that each investment aligns with our core values of sustainability, market responsiveness, and financial excellence. We believe in creating value that transcends financial returns, fostering environmental and societal benefits.
Sustainability
Projects with a clear, positive environmental impact.
Innovation
Companies pioneering new technologies or approaches in renewable energy, waste reduction, and sustainable agriculture.
Scalability
Ventures with the potential for significant growth and market expansion.
Financial Health
Businesses demonstrating strong financial fundamentals and the potential for profitable returns.
Social Impact
Investments that substantially benefit society, improving lives and communities.
Operational Excellence
Companies with a solid management team, operational efficiency, and the capability to execute their business plan effectively.
Market Potential
Sectors with a high growth potential, driven by global trends towards sustainability and clean energy.
Lower-middle market focus
with companies having:Revenue between $5 million and $100 million. EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) between $1.0 million and $20 million
Investment range
$1 million to $25 million, with flexibility for add-on acquisitions.
Flexible Investment Structures
Control or Minority Equity
Adaptable equity positions that allow for both controlling interests and minority stakes.
Owner Liquidity / Dividend Recaps
Providing liquidity solutions for owners while allowing them to maintain a stake in the business's future success.
Management Sponsored Buyouts
Supporting management teams in acquiring the business they operate.
Family Transition Planning
Facilitating the smooth transition of family-owned businesses to the next generation or new ownership.
Corporate Carve-outs
Investing in divisions or subsidiaries that a parent company wishes to divest.
Mezzanine / Structured Debt Transactions
Offering flexible debt solutions that can include equity components.
Investment Horizon
Typically 5-7 years, with flexibility for longer periods depending on the capital source and specific scenario.