What We Look For
We invest in businesses with the potential for transformative growth and resilience along with the capacity to thrive in both favorable and challenging markets. Our investments are guided by a thorough evaluation of market dynamics, operational efficiencies and management strength with a focus on opportunities where our expertise and resources can make a meaningful impact.
Investment Profile
We pursue fundamentally strong businesses with growth potential at attractive valuations. From early-stage growth to strategic divestitures, we approach each investment with a commitment to driving value through adaptability, expertise and a hands-on partnership.
Asset Backed / Capital Driven
Banks
Insurance
Specialty Finance
- Price near or at a discount to tangible book value– often because the sector or geography is out of favor
- Low balance sheet risk
- Opportunity to structure in protection to purchase price or acquisition structure
- Low liquidity risk
Asset Light / Cash Flow Driven
Business & Insurance Services
Wealth Management
Capital Markets, Payments & Software
- Price at an appealing multiple of cash flow
- High recurring revenue and strong margins with potential upside
- Opportunity for growth and improvement
- Strong distribution and customer fit
- Consolidation opportunities
Where We Invest
Our sector expertise and global capabilities position us to translate and implement strategies across the Americas, Europe and Asia. We excel in growing and driving change in portfolio companies around the globe, across diverse geographies, sizes and subsectors within financial services.
90%
North America & Western Europe
18
Countries with Investments Approved by Financial Service Regulators