Our premier corporate opportunities initiative is dedicated to investing in high-quality middle-market companies within our core industries—Energy, Transportation, Healthcare, Services, Industrials, and Consumer—across North America, Australia, Asia and Europe. Leveraging our profound expertise in growth-oriented investing, proprietary Value Creation System, and the versatility to engage in distressed investing, we aim to consistently generate predictable alpha across various market environments.

We aim to achieve robust fund-level returns by identifying and capitalizing on inefficiencies within the middle market. During our investment period, we strive to generate predictable alpha by leveraging (i) our extensive experience in systematically and sustainably fostering the growth of exceptional businesses and (ii) our proprietary Value Creation System. This involves assisting our portfolio companies in achieving long-term revenue and Annual Growth Rates that surpass industry averages and market expectations. Through these capabilities, we actively collaborate with management on optimizing controllable growth levers—such as M&A, new unit openings, and new products/services—and make strategic investments to catalyze enduring, long-term growth.

Our growth buyout-oriented strategy, complemented by the flexibility to pivot into distressed investing during periods of heightened market volatility, positions us to swiftly adapt to dynamic market conditions. This adaptability ensures our ongoing ability to source and execute a diverse range of deals, unaffected by market fluctuations. Our investment philosophy revolves around relative value, emphasizing the identification of opportunities to maximize attractive net returns. Rather than confining our focus to specific transaction types or structures, we remain agile in pursuit of compelling investment prospects.

We are confident that our strategy stands out among our peers, expanding our scope of potential investment opportunities beyond the reach of many other buyout firms.

Stage 1

Rapid Onboarding & Alignment

• Establish alignment and partnership
• Build early momentum and quick wins
• Quickly address high-impact talent acquisition

Stage 2

Mobilization

• Seek to unlock long-term growth
• Prioritize key value drivers and ensure talent is aligned to value agenda
• Build high impact board and align discussions to growth plans

Stage 3

Execution Support

• Provide customized support to enhance execution
• Deliver growth plan with sustainable long-term value creation
• Support key talent to value priorities

Stage 4

Maximize "Escape Velocity"

• Update mobilization plans
• Invest in and execute on key value drivers; continued people investments
• Position company for exit and explore exit alternatives

The synergy between our distinctive strategy and the expansive resources of Equity Growth Capital broadens our scope of potential investment opportunities. This flexibility enables us to deploy capital across diverse market environments while maintaining a highly discerning approach. A significant portion of these opportunities originates from proprietary channels, necessitating the development of creative and intricate structuring solutions.

At EGC, we pursue investments in growth-oriented middle market companies where we can drive long-term growth to generate attractive returns. We seek to invest in the most attractive relative value opportunities and build a diversified portfolio with uncorrelated risks.

Our Power Opportunities investment strategy is geared towards investing in market-leading companies that offer essential products and services to owners of critical infrastructure. This includes enterprises in the domains of electric power, natural gas, water, wastewater, and other energy and utility-related businesses, with a focus on North America, Australia, Asia and Europe.

We recognize that transformative shifts are occurring in these sectors, influenced by evolving customer needs, changes in supply dynamics, the shift towards renewable generation, electrification, decarbonization, public policy, and technological advancements, among other factors. Our focus is on identifying the key themes and trends shaping the demand for enabling products and services in these sectors. We actively seek partnerships with thriving businesses that are strategically positioned to capitalize on these shifts and drive sustained growth.

Our investment team consists of seasoned professionals endowed with profound sector expertise, collaborating closely with portfolio company management to foster value creation. Leveraging our industry knowledge, expansive executive network, sterling reputation, and transaction experience, we actively contribute value to our portfolio companies. Our initiatives encompass identifying and pursuing growth opportunities, talent recruitment, operational enhancements, profitability improvements, among other strategic measures. Our focus is on investing in proven performers and market leaders, emphasizing stability and sustained success over start-up ventures or turnarounds.

Since our inception in 2013, we have originated and financed over 110 transactions in our target markets, the majority of which were completed on a proprietary basis.

We strategically focus on debt and non-control equity investments within both private and public markets, targeting companies across the spectrum from healthy to stressed and distressed that are undergoing transformative changes. Our primary partnerships are with middle-market companies in North America, Australia, Asia and Europe, where we play a pivotal role in enhancing enterprise value. This approach bridges the gap between for-control private equity and traditional private debt, allowing us to contribute effectively to companies in various stages of transformation.

Furthermore, we strive for consistent investment across diverse private and special-situation opportunities, with the ability to pivot into distressed public market debt when advantageous. Enhancing our flexibility, our strategy adopts an industry, enterprise value, and capital structure (debt or equity) agnostic approach. This allows us to identify, in various market environments, what we believe are mispriced opportunities, ensuring adaptability and responsiveness to evolving market conditions.

Private Markets

In the private markets, we seek to leverage the substantial resources of EGC’s private equity and direct lending franchises by partnering with companies and management teams to provide flexible capital solutions and strategic guidance.

Our private capital solutions can offer healthy companies the flexibility and growth capital needed to play offense and can offer stressed / distressed companies the leadership, flexibility and distressed expertise needed to play defense (e.g., improving cash flows, reducing leverage). We aim to deploy capital in private markets in benign and volatile markets, while layering on public market investments during periods of volatility.

Private markets provide access to a wider universe of assets that directly drive long-term economic growth through business expansion, technological innovation and physical assets.

Private assets help serve the future needs of society our goal is to develop a strong partnership that can help your wealth clients meet their investment goals, with access to the same investment strategies we offer institutional investors. We provide unique insights and tailored solutions to develop client portfolios and private asset programs.

We seek to deploy capital across a broad range of non-control private and public market transaction types in healthy or stressed/distressed companies undergoing transformational change.

We search for companies that are being challenged by one or more of the following:

• The business model or management team is undergoing a significant transition;
• The industry is going through transformational change; or is going through secular or cyclical change; or
• The balance sheet has become overly cumbersome, complex and/or unsustainable.

Targeted Investment Types

Private Markets

Opportunistic Special Situations

• Provide non-distressed companies with bespoke debt and structured equity solutions at the operating asset level and/or holding company level to unlock debt capacity and/or support growth initiatives.
• Examples include: Secured/unsecured debt, preferred/common equity, warrants

Rescue Financings

• Provide companies with debt and structured equity solutions with a strict focus on (i) asset and/or cash flow coverage and (ii) downside protection
• Examples include: 1st/2nd lien secured debt, non-recourse SPV debt financings, convertible/straight preferred equity

Comprehensive Recapitalization Solutions

• Provide companies with "end-to-end" capital solutions across the capital structure which in turn can provide management with flexibility, liquidity and runway to seek to execute strategic initiatives and realize growth
• Examples include: Secured debt, preferred/common equity, warrants

Public-to-Private Conversions

• (i) Convert public debt investments into non-control private equity investments via restructuring, and (ii) potentially utilize public debt position to negotiate a private opportunities financing.
• Examples include: Fulcrum debt securities (restructurings), various (private opportunities financing)

Public Markets

Public-to-Private Candidates

Purchase stressed / distressed debt in middle market companies which EGC believes will either (i) need rescue financing or have to be restructured due to disruptive industry change, over-leverage, liquidity duress and/or macroeconomic headwinds or (ii) potentially benefit from growth capital to play offense.

Public-Only Opportunities

Purchase stressed debt, hung financing syndications and post-reorganization equities in middle market companies or stressed securitized / structured assets that EGC believes will remain healthy enough to avoid needing rescue capital or being restructured.

Opportunistic Purchases

Purchase securities in large or middle market, high-quality companies trading inefficiently, which Equity Growth Capital believes will rebound in price quickly

For Management Teams

At EGC, partnering with management teams, sponsors and board of directors has been a core part of us as they evaluate growth and capital structure initiatives. Both private and public market opportunities require collaborative approaches to fill the “void of sponsorship,” especially in highly complex and distressed situations. Our team conducts thorough, private equity-style diligence to gain a deep understanding of each specialized situation, the needs of the management team and dynamics of the investment's ecosystem. We employ a flexible capital approach which enables us to provide companies with highly flexible, structured capital to support growth and capital structure initiatives.

Our capital can provide companies runway to potentially avoid a restructuring. Given our funds have long-term capital, we can continue to support companies as they transition from playing defense to offense, providing follow-on growth capital for M&A, capex, new product lines, etc. In situations where a restructuring process is necessary, we seek to work effectively with other constituents to reach a quick resolution and minimize the impact on the company's business. We seek to “right-size” each company's balance sheet to enable the company to grow and compete without the constraints of an over-leveraged capital structure. We have the ability to leverage the knowledge and resources of the broader Equity Growth Capital platform to support the company throughout the restructuring process. We do not seek day-to-day control of businesses in which we invest.

For Investors

We employ a flexible capital strategy to target non-control positions across a broad spectrum of non-distressed special-situation, stressed and distressed investments. We spectrum of non-distressed special-situation, stressed and distressed investments. We seek to deploy our flexible capital across a broad range of both private market and public market transaction types. We utilize a proprietary relative value framework to optimize team capacity utilization, portfolio construction and risk management objectives. Our team conducts thorough, private equity strategies diligence utilizing an objective, consistent and repeatable investment process.