Technology and software
Enterprise software, vertical SaaS, fintech, data and infrastructure.
Investment criteria.
The dimensions the firm uses to assess fit. If a situation falls within these parameters, the
engagement begins with the firm's own underwriting.
Capital and investment scope.
The size and shape of the investments the firm engages on.
Capital size per investment
$5M – $250M
Enterprise value range
$25M – $1B (typical); larger investments considered on structure
Revenue range
$10M+ at engagement (typical)
EBITDA range
$1M+ for growth situations; $5M+ for platform M&A and buyout
Sectors.
The industries the firm engages across; depth in each is supported by the firm's sector coverage and the broader capabilities bench.
Real estate and development
Direct real estate positions, structured real estate financing, development capital.
Energy and natural resources
Conventional and transition energy, infrastructure, resources.
Financial services
Asset management, wealth platforms, specialty finance, insurance.
Healthcare and life sciences
Provider platforms, healthcare services, medical devices, specialty pharma.
Infrastructure and logistics
Transportation, logistics platforms, infrastructure development.
Consumer and luxury goods
Branded consumer, luxury, lifestyle, hospitality-adjacent.
Industrials and manufacturing
Specialty manufacturing, industrial services, distribution.
Defence and aerospace
Defence services, aerospace, government services, dual-use technology.
Hospitality and entertainment
Hotels, leisure, food and beverage, entertainment platforms.
Media and telecommunications
Media platforms, telecommunications, content and distribution.
Private equity and venture capital
Sponsor co-investment, GP-led secondary investments, principal
positions alongside sponsors.
Geographies.
The firm operates across nine office locations, with cross-border structuring handled in-house.
Americas
New York · Palm Beach · George Town
Europe
London · Zürich
Asia Pacific
Singapore · Hong Kong · Sydney
Middle East
Dubai
Situations.
The situation types the firm advises on. Each situation links to its detailed treatment on the situations page.
Growth capital
For businesses scaling past proven economics; capital deployed for product, geography, or organisational expansion.
Recapitalisation
Partial liquidity for founders and family shareholders without changing operational control.
Succession
Generational transitions, founder retirements, and structured transfer of ownership.
Platform M&A
Platform identification, roll-up financing, and capital for systematic acquisition strategies.
Acquisition financing
Capital for a specific acquisition target; underwritten alongside the strategic rationale.
Management buyout
MBO and MBI capital, including capital for incumbent management taking ownership.
Pre-IPO
Late-stage capital ahead of public listing; structured for the offer process.
Divestiture
Corporate carve-outs, sponsor exits, and structured liquidity investments.
Bridge financing
Capital ahead of a larger investment IPO, sale, refinancing, or strategic event.
Cross-border structuring
Multi-jurisdictional capital arrangement, including offshore vehicles and tax-treaty structures.
Partner profile.
The firm engages with principal-led partners; the work assumes sophistication on the other side of the table.
Founders and principal-led businesses
Operating businesses run by their founders or principal owners, typically with proven economics and a clear path to compounding or exit.
Family enterprises
Multi-generational businesses navigating professional
management transitions, succession, or capital structure changes.
Sponsors and family offices acting as principals
Private equity sponsors, venture firms, and family offices structuring direct positions alongside or in place of fund deployment.
Institutional principals
Corporate parents structuring carve-outs, divestitures, or principal investments outside their core operating activity.
Structural
preferences.
The structural shape the firm prefers in any engagement.
The firm invests in every opportunity it brings
We do not bring what we would not own. No mandates without the firm's own position.
Single-purpose vehicle or direct cap table
SPV-per-deal syndication for typical commitments; direct cap-
table positioning for larger commitments and mandate-specific structures.
Board representation or observation
Where the investment structure supports it; the firm holds active governance positions on most engagements.
Hold periods aligned to asset liquidity
No fund-cycle constraint on exit timing; each position runs to its natural liquidity event.
Cross-border structuring handled in-house
The firm's capabilities bench covers multi-jurisdictional structuring, tax architecture, and regulatory coordination without external delegation.
Reporting and administration through the platform
Centralised reporting, capital call and distribution handling, and portfolio visibility through the firm's investor and partner platforms.
What does not fit.
Engagements the firm does not pursue. Stating these directly removes ambiguity.
Sanctions exposure
The firm does not act where a person, entity, or jurisdiction carries sanctions exposure.
Retail offerings
The firm does not engage with retail capital or retail-targeted investments.
Discretionary fund management
The firm does not operate a discretionary fund or pooled investment vehicle with blind commitments.
Undisclosable ownership
The firm does not act where ownership cannot be disclosed and verified.
Unexplainable funds
The firm does not act where the origin of wealth or funds cannot be explained.
Unlicensed US placement
The firm does not run US securities placements without a licensing path.
Activities the firm cannot deploy in
Where regulatory, ethical, or jurisdictional considerations make ownership inappropriate, the firm declines.
Companies
If you're raising capital, pursuing an acquisition, or evaluating a strategic transaction, our team works alongside you from positioning through execution.
If your business is at an inflection point, we'd welcome the opportunity to review your situation and discuss how we may be able to help—
Investors
Access curated private investment opportunities through our co-investment and syndication platform.
If you're interested in becoming part of our investor network and exploring current opportunities, you can .