Private Equity - Special Situations
We invest in special situations with exceptional potential for returns, unlocking growth and driving valuation creation by driving operational execution.
Team
We are executors, turnaround, change. We are value investors and veteran business builders with complementary investment backgrounds and aligned operational philosophies.
Philosophy
We emphasize operational excellence to drive alpha generation, adopting a flexible and solutions-oriented approach tailored to the upper-middle market.
Our thorough due diligence and deep industry expertise enable us to uncover hidden value in businesses often overlooked by others.
We design our strategy to transcend market cycles, targeting businesses built for resilience and long-term success, capable of navigating market and credit fluctuations.
Our fully integrated platform fosters seamless collaboration through a unified approach, with cross-platform committees enabling shared insights and informed decision-making.
We focus on acquiring businesses in special situations that are hard-to-replicate and have strong competitive advantage so we can deliver exceptional returns.
Our strong network of relationships and strategic partnerships provides a steady pipeline of high-potential opportunities.
Transaction Types
Distressed situation
Mergers / Roll Up
Corporate Carveouts
Structured Debt/Equity
Sector Focus
Industrials & Services
Financial Institutions
Tech, Media and Telecom
Mining and commodities
Other Sectors - Opportunistic
Alpha Execution Team (AET)
Formative Impacts Alpha Execution Team (AET) is fully integrated into the investment life cycle, supporting origination, diligence, portfolio operations and optimization. AET’s expertise spans industries, geographies, and company starting points to deliver value across the deal lifecycle.
Embedded Throughout Investment Process
Strategic Partner to Management Teams
On the ground executors with all teams
Experts in operating model change, processes and optimization
Capabilities
With a primary focus on Emerging Market SME and middle-market companies, we take an an execution first approach to generating alpha.
