Strategies Flashcards
(3 cards)
Private Equity
Focus: Control-oriented investments in large and mid-sized companies across North America and Europe.
Investment Types: Buyouts and other control-oriented equity investments.
Check Sizes: Typically between $100 million and $400 million per investment.
Sectors: Diverse, including healthcare, consumer, industrials, and TMT (technology, media, and telecommunications).
Approach: Proactive value creation through strategic investments, business optimization, and transformative acquisitions.
Structured Opportunities
Focus: Minority investments where founders or shareholders seek both capital and strategic partnership.
Investment Types: Structured equity and structured asset investments.
Check Sizes: Typically between $40 million and $150 million per investment.
Sectors: Broad range, leveraging TowerBrook’s expertise to identify unique opportunities.
Approach: Flexible capital solutions tailored to the specific needs of each investment opportunity.
Delta (Impact Investing)
Focus: Investments in purpose-driven businesses that generate measurable social or environmental impact.
Investment Types: Both control and non-control investments in companies aligned with the UN Sustainable Development Goals (SDGs).
Check Sizes: Varies; as of August 2023, Delta managed assets totaling approximately $181.8 million.
Sectors: Healthcare, financial services, education/human capital (social impact); food & agriculture, environmental technologies, green industry, and clean energy (environmental impact).
Approach: Rigorous impact screening and alignment with TowerBrook’s Responsible Ownership principles to ensure co-linear financial and impact growth.