- Investments
-
Dedicated exclusively to event-driven investing in unlisted companies, we acquire controlling stakes, even though we consider minority ones as long as we keep influence over decisions affecting enterprise value, through board representation and appropriate shareholder rights.
Mid-market privately owned businesses, family-owned enterprises or non-core subsidiaries/divisions of listed companies are preferred. Still, opportunities to invest in smaller businesses will also be considered, where a platform or build-up strategy is being pursued.
Our investment strategy is geared towards Buy-and-Build, Leveraged Buy-outs and 'special situations'. The term ‘special situations’ is used as an umbrella for a variety of action approaches often described as restructurings, reorganizations, turnarounds or distressed companies.
With a bias towards enhancing business performance, we are ideally suited as investors and partners in businesses that are in transition, especially those addressing significant changes in their competitive landscape. We seek to partner with strong management teams, providing the opportunity for managers to invest directly in acquired companies and to participate in equity-based incentive programs.
We are experienced, however, in acquiring companies that require near-term changes in senior management due to generational transitions or operating difficulties. We are particularly interested in businesses that are experiencing transition or transformation problems encountered through various stages of their growth process. While solid financial performance at the time of acquisition is desirable, we are comfortable with turnarounds and restructurings where companies require strategic, operational and financial re-orientation to realize their full potential.
Lisbon Partners 2024. All rights reserved.