Strategy Overview

Private Equity

Our Investment Strategy

We provide growth, buyout and project equity to sustainable infrastructure and essential service platforms in the middle market.

  • We invest in essential assets and services that interact with the built environment and feature recurring revenue and cash flow

  • We provide capital to platform businesses with potential to grow through expansion, acquisition and project development

  • We take an active role in our investments to accelerate growth and value creation

  • ESG is a core part of our investment strategy – good business drives good returns

  • We partner with capable, aligned management teams and invest our own capital alongside partners

  • 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

    • 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
    • Project equity
    • Growth equity
    • Buyout equity
    • Succession capital
    • Typically $10-50 million
    • Flexible approach to structure – ability to make minority and majority control investments
    • North America
Investment Criteria Investment Criteria
Our Investments

We target investments that offer opportunities for positive impact, value creation and growth.

We are private equity investors helping entrepreneurs build great businesses with positive environmental and social impact.
Rob Kaplan
Contact Rob Kaplan

Rob Kaplan Partner, Private Equity robk@forumam.com

Our Other Investments