Club Deal
Equity Investments
We invest in Equity Deals only under exceptional circumstances.
Equity investments are very difficult to assess because of the complexities of the market.
We've been very successful with our portfolio of equity investments.
Usually we get involved in an equity Deal through our Advisory role in Heritage Financial Advisors
Hotel
Fecha
Sector
Inversión
May 1, 2022
Hotel
400
Descripción:
Conversion to coliving with experienced operator
Estrategia salida
5-7 años, una vez estabilizado
Soluagro
Fecha
Sector
Inversión
August 1, 2023
Animal food
300
Descripción:
Niche products in a growing market
Estrategia salida
5 - 7 years, sell to strategic player
Farmalisto
Fecha
Sector
Inversión
July 1, 2021
Farmacia online
400
Descripción:
Latam expansion
Estrategia salida
5-7 años, cadena de distribución
Synergy
Fecha
Sector
Inversión
November 1, 2010
Financial Planning
200
Descripción:
Estrategia salida
Long term
Tuio
Fecha
Sector
Inversión
March 1, 2022
Leasing Vehícular
200
Descripción:
Vehicle renting with streamlined online process and strong growth
Estrategia salida
5-7 años, financiera
FinMaq
Fecha
Sector
Inversión
August 1, 2020
Financiero
1200
Descripción:
We structured a majority acquisition and invited 2 estrategic partners, a family office and a private debt fund.
We managed the company and took it from a loan portfolio of USD 500k to a loan portfolio of USD 5M. Now the company has it's own management structure and its loan portfolio is clos to USD 15M with a strong growth and minimum default rate.
Estrategia salida
Sell to a financial institution in 3-5 years
¿What is an Equity Investment?
Ownership Stake
Equity investments grant you ownership in a company, allowing you to participate in its success and share in its profits
Capital Appreciation
The value of your equity investment can increase over time, providing the opportunity for capital appreciation as the company grows and performs well
Dividend Potential
Some companies distribute a portion of their profits as dividends to shareholders, offering a potential source of regular income in addition to potential gains from price appreciation