Strategies Flashcards

(3 cards)

1
Q

Private Equity

A

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.

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2
Q

Structured Opportunities

A

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.

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3
Q

Delta (Impact Investing)

A

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.

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