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Gap between sandstone rocks

Investment Criteria

We provide flexible liquidity and growth solutions to companies, private equity investors, and fund managers.

Transaction preferences

Our focus is acquiring minority positions, on a secondary and selectively primary basis, in companies through a flexible combination of debt and equity securities. In addition, we partner with fund managers through GP-led liquidity and growth solutions. Opportunistically, we acquire fund positions on the secondary market and provide NAV Loans and Preferred Equity to funds.

GP Solutions

  • Continuation vehicles

  • Full and partial asset sales

  • Preferred equity solutions

  • NAV loans

  • Co-investment capital

Direct Solutions

  • Full and partial asset sales

  • Preferred equity solutions

  • NAV loans

LP Solutions

  • Fund and portfolio sales, including small balance LP stakes

  • Preferred equity solutions

  • NAV loans

Investment Preferences

Investment Size

<$20mm

Strategies

Buyout, Growth, Credit, and selectively Venture (no seed or early stage).

Geography

Mainly United States. Selectively Europe and Israel.

Sectors

Technology, business services, healthcare, consumer, and selectively industrials. We avoid cyclical sectors and sectors affected by geopolitical risk.

Entry points

Flexible equity, preferred equity, or debt. We can enter as primary or secondary capital.

Concentration

We can buy one or multiple assets in one transaction.

Overhead view of beach

Who We Work With

General Partners

  • Buyout

  • Growth

  • Credit

  • Real Estate

  • Venture

  • Asset Managers

  • Fund of Funds

Limited Partners

  • Full and partial asset sales

  • Family offices

  • Pensions

  • Endowments

  • Foundations

  • Insurance Companies

  • Banks

  • Asset Managers

Private Shareholders

  • Company executives

  • HNWI

  • General Partners

  • Limited Partners

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