INVESTMENT CRITERIA
- Focus on UK
- Resilient sectors driven by non-discretionary spend
- Established, profitable companies (EV of £25m-£150m)
- Low leverage (max. senior debt of 3x EBIT) and significant equity cushion (max. 70% LTV)
- A contractual return paid in cash plus a significant stake in the upside
- Clear exit in 4-5 years