Investment Strategies

Values guiding our investment approach

We invest with a long term horizon, balancing capital appreciation and dividends. Our focus is on mature, cash generative Maltese businesses, offering investors exposure to a Malta focused private investment strategy

Management Buy-Outs

The existing management team purchases the business from current owners, ensuring continuity while gaining full control. Commonly used during succession or when owners seek a smooth exit.

Management Buy-Ins

An external management team acquiring a company and running day-to-day operations. Often used when fresh leadership or new expertise is needed to drive growth.

Equity Release

Business owners selling a portion of shares to raise capital while retaining operational involvement or partial ownership. It provides liquidity without requiring a full exit.

Family Succession

A structured transition of a family-owned business from one generation to the next. This may involve preparing successors to support the transition.

Hold

A long-term investment approach where the company is acquired and retained for sustained growth rather than rapid turnover. This allows for steady value creation and stability for employees and stakeholders.

Sector Roll-Up

Acquiring multiple smaller companies within the same sector and integrating them into a larger, more efficient group. This creates economies of scale and operational synergies.