Our investments span a wide range of industries in Southern Africa in established and growth-oriented businesses alike with interests in Botswana, Zimbabwe, Zambia, Mozambique and Namibia. Playing a vital role in helping companies realize their growth potential, we uncover value by identifying great companies and enhancing their performance by providing patient capital and operating support to strong management teams. Our approach helps our portfolio companies grow core businesses, launch new initiatives, make transformative acquisitions and upgrade technologies and systems to support their long-term strategy.
We provide more than just capital. We seek to make the companies we invest in stronger through a bottoms-up strategy of transformation. Crucially, we bring the expertise of our Portfolio Operations Group to provide strategic guidance on a variety of operational improvements, including revenue growth, procurement, leadership development, lean process and IT optimization.
We are patient investors who practice the art of the long view, and are committed to achieving the best long-term outcomes for our businesses and our investors.
The returns that these investments earn for our investors – pension funds, academic and charitable institutions, governments and other institutions, as well as retail investors – help to secure and grow the assets needed to support retirees and fund essential programs.
Traditional Leveraged Buyouts
We pursue control leveraged buyouts of both large and mid-cap companies globally. Our large buyouts tend to be in companies of global scale with strong brands and high relative market shares, where we can still drive growth and operating improvements. Our mid-cap buyouts tend to be of companies that are differentiated vs. larger competitors and have protected market niches and multiple avenues of growth and operating improvements.
Buy and Build Platforms
Smaller companies, scalable platforms, backable management teams. In our “buy-and-build” transactions we tend to invest in smaller companies that have scalable platforms and backable management teams in large, fragmented industries, where we believe there are substantial revenue and margin benefits from sector consolidation.
We make both control and non-control growth equity investments where our capital and operating expertise can act as catalysts for substantial revenue and enterprise value growth.