Investment Types
Focus on direct private equity (control and minority). Select private equity and private credit fund level investments.
Situations of Interest
Recapitalization of family owned/founder owned businesses.
Facilitation of growth plans where interests are aligned with senior management.
Special situations where a more novel and structured solution is required.
Where Aeterna is able to harness its knowledge and relationships in order to add incremental value
Investment Sizes
$2-10MM with the potential to invest over $10MM with co-invest network.
Criteria
$2MM+ EBITDA and/or asset backing.
Sustainable competitive advantage.
Favorable industry/market dynamics.
Focus Industries
We are opportunistic/generalists but have a particular interest in industrial and business services.
INVESTMENT CRITERIA
Flexibility.
Patience.
Relationships.
VALUE CREATION
Reach New Heights
Aeterna has no intention to meddle in the day to day affairs of its portfolio company businesses. However, Aeterna does seek to add value to its partner companies by means of the following:
1
Strategic planning including long term organic growth
2
Work with existing management to add skills/augment staff when needed.
3
Assistance in financial functions and reporting
4
Systems improvement and integration
5
M&A activity
6
Further capital raising
7
Relevant introductions to its unique family office network