Our investment philosophy is guided by our permanent capital base, which allows us to remain flexible, open-minded, and long-term oriented. We are comfortable investing across various asset classes and industries, and throughout the entire capital structure of a company.
While our principal investment activities are described below, we also possess the flexibility to invest in other unique opportunities and special situations as well.
In our venture investments we look for great entrepreneurs solving real problems that could have a lasting, positive impact on the world. When we find that combination, we treat the relationship as a long-term partnership.
While we avoid concentrating our efforts in any one particular industry, many of our activities to date have focused on technology, e-commerce, food & nutrition, and health & beauty. We actively invest across stages of the typical venture capital fundraising cycle from seed through series A, B, and C financing rounds.
Some of our representative venture capital investments include:
Our private equity investments focus on operating companies with an established track record of profitable operations and growth, and we are industry and sector agnostic. We will structure transactions as both majority (buyouts) and minority (growth equity) stakes, and we can participate in all levels within a capital structure.
To help determine if we are the right partner for you, here is what we are looking for:
- Businesses generating at least $2 million - $10 million in annual EBITDA
- A history of stable, consistent earnings power, and/or growing cash flows
- High-quality businesses with sustainable or expanding competitive advantages
- Businesses managed or backed by a set of partners that we can fully trust, and enjoy doing business with
While we prefer to find great businesses with excellent management already in place, we believe in some cases we can provide added value through our own operational and investment experience. Several of our prior investments have also involved turnarounds and restructurings of quality businesses that had been poorly managed.
We are happy to provide confidentiality and we promise a very rapid response time of whether we are interested (or not) when looking at new opportunities. If you fit any of the above criteria, we would love to hear from you.
Representative investments & acquisitions include:
Volta Digital Brands:
- Volta manages a platform company of high growth, digital-first brands developed through acquisitions and incubating new brands internally
- Focused on finding unique, innovative consumer brands in the health & beauty, jewelry, and fashion/apparel categories
Latin America’s leading mobile payment and mobile banking company:
- Convertible note bridge financing to support several new business development initiatives and expansion within Central & South America
Steel mill in the Southeastern U.S.:
- Led acquisition and restructuring of mini-mill with over 40 years of historical performance
- Capital injection was used to restart facilities that employed over 100 people and return the company to profitable operations in year one of investment
Vineyard and winery located in Bordeaux:
- Unique asset purchased as distressed equity buyout
- Revenue growth of over 350% over first 3 years of ownership
We aim to identify and construct a portfolio of attractive real estate investments that have the potential for long-term real income growth, thus serving as a store of value and inflation hedge. We also look for unique opportunities to establish a positive presence in the community, and our acquisitions span across stabilized, rehabilitative, and distressed assets.
Our current real estate activities are focused on urban multi-family and commercial real estate including self-storage and hotel & leisure properties.
Representative investments & acquisitions include:
Our public market investments consist of publicly-traded equity and debt securities in developed, emerging, and frontier markets. Primarily, we are focused on seeking out businesses with the potential for long-term value creation arising from sustainable competitive advantages and having high quality management teams in place. As with any of our activities, we consider ourselves partial owners of the businesses in which we invest, and our role can be either passive or strategic depending on the circumstances.
We also may identify shorter-term, opportunistic situations where the market value of an asset has moved out of line with our view of the underlying fundamentals, and where value can be created through corporate action, or simply a return to more rational market behavior over the passage of time.
We are happy to invest with or trade through partners or brokers that provide us unique ideas. Interested parties should feel free to contact us to discuss our investment strategies and public markets activities in more detail.
In addition to our direct investments described above, we will also look to co-invest with other investment firms, family offices, or management groups that share our emphasis on integrity and honesty, and our focus on providing long-term, patient capital. Our goal in such partnerships is to proactively structure deals with clear, positive outcomes for both parties in mind, and we don't mind being passive partners in the right situations.
From time to time we invest in funds or special purpose vehicles with third-party fund managers that offer specialized skills.
Lastly, we are always open to doing business with idea generators who can help us identify potential new investments and business opportunities. We take pride in being efficient with both your time and ours by evaluating and responding with indications of interest promptly.