Investment Strategy
We're platform-focused investors and operators who closely manage portfolios and risk. Our process includes rigorous screening, due diligence, and approvals. We emphasize value creation, tailoring approaches to each platform. We ensure alignment and communication among our team, platforms, and partners.
Platform-focused investing with powerful social capital.
We focus on building world-class operating platforms that benefit from strong economic tailwinds and fit with our existing capability set within Safanad. We create an ecosystem of highly-skilled operating teams within each portfolio company to execute. These teams are supported with input from leading, independent industry professionals.
As a firm, we bring to bear Safanad’s expertise in capital structuring and formation to support our platform teams and measure value creation through the growth in asset value, cash generation, and MOIC as a long-term investor.
Tightly manage our portfolio and monitor risk.
Our strong Operating Group and platform teams provide unique insight into industry and platform-level dynamics, who are then supported by a deeply involved Investment and Senior Partner team. Tight connectivity with the Safanad platform and corporate infrastructure ensures regular and timely reporting and forecasting.
Within Safanad, we have multiple forums at the Board, Investment Committee, and Corporate Executive Committee level to manage and monitor our portfolio. We continually evaluate macroeconomic, sector, and platform / asset level risk.
Rigorous screening, due diligence, transacting, and approval process.
We screen opportunities based on market dynamics, connectivity with our existing portfolio, and interest from our ecosystem partners. Our due diligence is part of a standard process including a market assessment, financial underwriting, and commercial, technical, legal, commercial, and reputational diligence.
We structure transactions based on the right cost and tenor of capital for the opportunity. Opportunities are approved through a rigorous Investment Committee process that includes highly experienced investment and industry professionals with targeted participation from technical expertise and operating partners.
Focused approach to value creation.
We define a disciplined and methodological value-creation strategy for each platform, depending on its industry dynamics. This includes looking at intersectional opportunities for growth in each platform as we place technological enhancement front and center in each company; we do not consider ourselves bound by traditional sector silos. Growth can come from organic growth or accretive acquisitions, though we also look at incremental and adjacent opportunities.
Full alignmeant between team, platform, and investment partners.
Our team is compensated based on the overall performance of thae firm’s invested capital, ensuring everyone participates both in the success and risk of our different platforms. In building each of our platforms, we ensure that the entire ecosystem of operating teams is incentive-aligned with all capital providers.
How do we invest? Learn about our investment process.
We learn from each decision we make and constantly incorporate those takeaways and lessons into what we do next. We ensure we are better at what we do, every day.