top of page

VALUE ADD APPROACH

 

Each investment is supported by a dedicated internal team that provides strategic guidance, operational resources and capital markets expertise.  With decades of combined experience among its senior team, these investment firms have deployed substantial capital across North America and select international markets.  

Skyscrapers and Sky

INVESTMENT

Rather than following broad market trends, our pool of investment firms target situations where deep diligence and active management yield asymmetric returns. 

​​

Representative Funded Projects 

​

Direct Lending  

​​

  • Pharmaceutical Company – Approx. $230 million senior secured unitranche facility for a portfolio of branded and generic products. 

  • Sector: Healthcare / Pharma 

  • Geography: US 

  • Use of funds: Refinanced existing debt and funded a strategic acquisition. 

​​

B2B Construction  

​​

  • Technology Platform – Approx. $150 million first‑lien unitranche facility with covenant‑lite terms. 

  • Sector: Technology / Vertical SaaS 

  • Geography: US 

  • Use of funds: Supported a sponsor‑led buyout. 

​​

Capital Solutions  

​​

  • Family‑owned specialty Chemicals Manufacturer – Approx. $100 million structured equity and senior debt combination. 

  • Sector: Specialty Chemicals 

  • Geography: US 

  • Use of funds: Facilitated a partial ownership transition and funded capacity expansion. 

​

Last‑mile Industrial 

​

  • Real Estate Portfolio – Approx. $170 million first‑mortgage bridge financing. 

  • Sector: Real Estate / Industrial 

  • Geography: US 

  • Use of funds: Allowed for leasing and value‑add improvements during the hold period. 

​​

Fund Liquidity Solutions  

​

  • European mid‑market buyout fund – Approx. €200 million revolving NAV‑based credit facility. 

  • Sector: Private Equity Fund Finance 

  • Geography: Europe 

  • Structure: Secured against a diversified pool of underlying portfolio companies; provided interim liquidity to extend hold periods and optimize distributions. ​

​​

Secondaries Fund – Approx. €150 million preferred equity investment 

​​

  • Sector: Secondaries / Fund Finance 

  • Geography: Pan‑European 

  • Structure: Fixed coupon with upside participation, enhancing the fund’s dry powder for competitive acquisitions. 

​​

Hybrid & Private Credit 

​​

  • B2B Software Company – Approx. €80 million hybrid capital investment (mezzanine debt + equity warrant). 

  • Sector: Technology / SaaS 

  • Geography: Nordic Region 

  • Use of funds: Funded a tuck‑in acquisition and provided shareholder liquidity. 

​​

Aerospace & Defence  

​

  • Engineering Firm – Approx. £95 million unitranche facility with tailored covenant flexibility. 

  • Sector: Aerospace / Defence 

  • Geography: United Kingdom 

  • Use of funds: Accommodated cyclical order flow and working capital needs. 

​​

Derivative Solutions & Beta Overlay  

​

  • Global Infrastructure Fund – Approx. $2.5 Billion notional foreign exchange hedging program. 

  • Geography: Global 

  • Service: Custom FX hedging reducing currency risk on a portfolio of cross‑border infrastructure assets. 

​

Corporate Pension Plan  

 

  • Pension Plan - Approx. $1.3 billion equity beta overlay 

  • Geography: North America 

  • Service: Implemented equity futures overlay to replicate public market exposure, enabling reallocation of physical assets to private credit. 

Construction Site View
Iceberg in Ocean

FOCUS

We work across all verticals in Australia, due to the highly stable economic environment, innovative technology ecosystem and transparent legal system – serving as gateway to fast growing Indo-Pacific markets; complimented by robust property markets across major cities.

 

The portfolio is concentrated across three core areas where these firms have built specialized expertise: 

​

  • Infrastructure & Energy Transition – Investing in critical assets that support grid reliability, renewable generation, and the modernization of essential systems. 

 

  • Real Estate & Logistics – Focusing on high‑barrier‑to‑entry industrial, last‑mile, and select mixed‑use properties in markets with strong demand drivers. 

 

  • Technology & Specialized Industrials – Backing software platforms and niche manufacturing businesses with defensible market positions and recurring revenue characteristics. 

​

bottom of page