Private Equity
Our Investment Strategy
We provide growth, buyout and project equity to sustainable infrastructure and essential service platforms in the middle market.
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We invest in essential assets and services that interact with the built environment and feature recurring revenue and cash flow
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We provide capital to platform businesses with potential to grow through expansion, acquisition and project development
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We take an active role in our investments to accelerate growth and value creation
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ESG is a core part of our investment strategy – good business drives good returns
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We partner with capable, aligned management teams and invest our own capital alongside partners
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We target private equity returns with infrastructure-like risk. Principal protection is paramount
Sectors of Focus
We focus on sectors where innovative business models and secular tailwinds are creating massive market opportunities
- Sustainable Energy
- Telecommunications
- Building Services
- Transportation
- Waste and Recycling
- Food
Investment Criteria
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- Large addressable markets
- Stable demand, recurring revenue and cash flow
- Platforms for development, expansion or consolidation
- Opportunities to drive positive ESG impact
- Capable and aligned management team
- Limited technology, cyclicality or disruption risk
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- Project equity
- Growth equity
- Buyout equity
- Succession capital
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- Typically $10-50 million
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- Flexible approach to structure – ability to make minority and majority control investments
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- North America
We target investments that offer opportunities for positive impact, value creation and growth.
Rob Kaplan Partner, Private Equity robk@forumam.com