Our acquisitions strategy is centered on sourcing, underwriting, and executing value-accretive transactions across core, value-add, and opportunistic profiles. We pursue majority and control equity positions in companies and assets with clear upside potential driven by operational optimization, capital restructuring, or market dislocation. With a disciplined, data-driven approach, we focus on sectoral themes underpinned by long-term structural growth, platform scalability, and exit optionality.

The following section outlines a research framework used to analyse corporate and special situation opportunities from a strategic and operational perspective. The framework focuses on understanding the characteristics of companies and assets that exhibit potential for operational improvement, structural repositioning, or scalable growth. This includes studying founder-owned or privately held businesses, non-core divestitures, distressed situations, and fragmented market platforms to understand how different factors may influence value creation and organisational dynamics. All analysis is conducted for internal purposes and is not intended as a solicitation, financial advice, or investment offering.

Within this framework, various sectors and transaction types are examined to understand structural and operational characteristics across markets. Research considers technology-enabled services, specialty finance, business process outsourcing, infrastructure-adjacent platforms, and industrial or manufacturing verticals, as well as distressed or recapitalization scenarios. Transactional structures, including corporate M&A, asset-level acquisitions, structured equity, and joint ventures, are analysed to understand potential operational implications, integration challenges, and scalability considerations. Observations remain conceptual and illustrative, not promotional or client-facing.

Finally, the framework incorporates an internal lens on potential operational and organisational outcomes following strategic transactions. This includes examining flexible capital allocation, post-acquisition value creation, and hypothetical exit pathways from a conceptual standpoint. The analysis emphasises operational transformation, revenue optimisation, and margin dynamics, providing insight into how different strategic levers interact with market and organisational characteristics. All conclusions are strictly research-oriented and do not represent a recommendation or invitation to transact.

Target Profiles

• • Undervalued or underperforming assets with repositioning potential

  • Founder-owned or privately held companies seeking succession or liquidity

  • Carve-outs, non-core divestitures, and distressed/turnaround situations

  • Scalable platforms in fragmented markets for roll-up strategies

Sectors of Interest

• • Corporate: tech-enabled services, specialty finance, business process outsourcing, and infrastructure-adjacent platforms

  • Special situations: distressed debt-to-equity conversions, recapitalizations, and structured equity

  • Verticals: technology, construction, manufacturing, industrial, services

Transaction Types

• • Corporate M&A, asset-level acquisitions, structured equity, JV aggregation

  • Off-market and bilateral transactions sourced via proprietary networks

  • Platform and bolt-on acquisitions to drive horizontal or vertical integration

Execution Approach

• Flexible Capital
  Evaluation of opportunities across different capital structures, considering equity and credit components.

• Post-Acquisition Value Creation
  Integration planning, operational transformation, revenue optimization, and margin expansion are embedded into each investment thesis.

• Exit Strategy Optimization
  Potential exit pathways, such as trade sales, recapitalizations, and secondary transactions, are considered when assessing opportunities.