Sourcing

Investments gravitate around thesis-driven strategies guided by the identification and analysis of disruptive forces, demographic trends and market dislocation. We deploy our proprietary technology and our extensive firm-wide relationships which span the market to identify opportunities early, leading to less competition and an ability to focus on outcomes in what are often complex situations.

We typically establish exclusivity early in any sourcing and origination efforts. We approach a transaction with thorough due diligence from the onset of our analysis. By the time a transaction completes, we have strong conviction in the thesis and have established a long term relationship with the management team, combined with a clearly defined path to value accretion and realisation.

Operational Transformation

We are motivated by proactively working in partnership with management teams on strategic repositionings, operational improvements and accretive buy and build strategies. Our objective is to leave businesses in a stronger position for the future, which in turn enables us to deliver alpha to our investors.

Providing Capital Solutions

We provide innovative and flexible capital solutions to support businesses facing challenging conditions and to build long-term value. We also consider strategic single-asset investments where we are able to drive value through our asset management capabilities.

ESG

Environmental, social and governance (ESG) factors are playing an increasingly important role in how companies operate and turn a profit. This means that sustainable investing is not only the right thing to do; it also makes business sense. We have integrated ESG into our investment and asset management approach. We also recognize that sustainability is a journey, which is why we strive to develop and improve. We are signatories of Principles for Responsible Investment (PRI), a UN supported network of investors.