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 transaction scope.
The size and shape of the transactions the firm engages on.
Capital size per transaction
$5M – $250M
Enterprise value range
$25M – $1B (typical); larger transactions considered on structure
Revenue range
$10M+ at engagement (typical)
EBITDA range
$1M+ for growth situations; $5M+ for platform M&A and buyout
Transaction structures
Growth equity, recapitalisation, structured equity, structured credit, direct real estate, platform M&A, acquisition financing, bridge financing
Engagement form
Capital placement, investment advisory, principal participation on every transaction
Hold period
Asset-specific; structured to the natural liquidity event of the position
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 transactions, 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
Middle East
Dubai
Asia Pacific
Singapore · Hong Kong · Sydney
Cross-border transactions are a core area of the firm's work. The firm handles multi-jurisdictional structuring, regulatory coordination, and tax architecture in-house through its capabilities bench. There is no restriction on the geographic shape of an engagement; the firm engages where the principal is, where the asset is, and where the capital sits.
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 transactions.
Bridge financing
Capital ahead of a larger transaction IPO, sale, refinancing, or strategic event.
Cross-border structuring
Multi-jurisdictional capital arrangement, including offshore vehicles and tax-treaty structures.
Counterparty profile.
The firm engages with principal-led counterparties; 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.
Firm participation on every transaction
Through cash co-investment, equity participation, or carried economics. No mandates without firm position.
Single-purpose vehicle or direct cap table
SPV-per-deal syndication for typical commitments; direct cap-table positioning for larger commitments and bespoke structures.
Board representation or observation
Where the transaction 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 counterparty platforms.
What does not fit.
Engagements the firm does not pursue. Stating these directly removes ambiguity.
Pure placement-agent mandates
The firm does not run capital placements without its own participation in the transaction.
Fee-only advisory on capital arrangement
The firm does not provide advisory on capital arrangement without principal participation.
Discretionary fund management
The firm does not operate a discretionary fund or pooled investment vehicle with blind commitments.
Retail offerings
The firm does not engage with retail capital or retail-targeted transactions.
Pre-revenue or unprofitable businesses
With rare structured exceptions; the firm does not engage with businesses that have not established their economics.
Highly speculative ventures
The firm engages with businesses that have a clear path to a defined liquidity event; speculative positions outside this frame are not pursued.
Activities the firm cannot deploy in
Where regulatory, ethical, or jurisdictional considerations make participation inappropriate, the firm declines.
Engage.
Companies
If your situation falls within these parameters, bring it to the firm. Submissions are reviewed by the Capital team and routed directly to a senior banker.
Investors
If you are deploying capital into transactions that meet these criteria, the platform routes you through eligibility and access.
Start investing