• CORPORATE
    OPPORTUNITY
    FUNDS

PROCESS


  • Our funds make two types of investments:
    • We purchase debt and illiquid equity interests in the secondary market; and
    • We invest directly in companies that are unable to access capital from traditional sources.

  • We typically structure our investments to benefit from a combination of seniority, collateral protection and current income, and we search for situations in which we can invest at a discount to intrinsic value.

  • Our team conducts a thorough due diligence process which typically involves input from 3rd-party industry experts that are independent of the company which we are evaluating.

  • We employ an activist approach to restructuring situations, and we have substantial operational resources that we are prepared to commit to our portfolio companies.

  • Our funds usually invest $8 - $15 million in each situation, and we target companies in the business services, consumer, healthcare and manufacturing sectors.