We focus on situations where conventional funding or investment approaches do not fit particularly well.
This may be due to regulatory complexity, unusual cash flow characteristics, operational challenges, ownership transitions or funding requirements that fall outside traditional lending and private equity models.
We are most effective where thoughtful underwriting, flexibility and practical business experience can create an advantage.
Regulated & Recurring Revenue Businesses
Businesses operating in regulated or specialist sectors where durable cash flows and operational understanding matter more than market trends. Such as:
financial services
insurance services
legal services
compliance services
administration platforms
Receivables & Forward-Flow Opportunities
Contracted or predictable future cash flows that can be financed, acquired or structured creatively. Such as:
receivables portfolios
servicing income
subscription revenues
contracted payment streams
Good Businesses, Temporary Problems
Businesses with strong fundamentals facing a specific challenge. Such as:
refinancing requirements
lender exits
liquidity pressures
ownership changes
operational transitions
Operational Infrastructure
Businesses that sit behind critical workflows and operational processes. Such as:
servicing platforms
workflow software
compliance technology
administration businesses
operational outsourcing providers
Non-Core & Overlooked Opportunities
Businesses, divisions or assets that no longer fit a larger organisation's strategy or sit outside conventional investment mandates. Such as:
carve-outs
orphaned assets
special situations
smaller transactions overlooked by larger investors
How we invest