In a nutshell, the extensive connectivity and history of our team. Our founding partners share a combined history of over 80 years of successful private investment in the Philippines and elsewhere. Their unique blend of deep local networks and international reach is key to both identifying unique and compelling investment opportunities and to helping management teams and business owners build value over time.

We can invest in global companies so long as the opportunity contributes to growth, value, or job creation for Filipinos. In most cases, that is driven by activity within the Philippines.

We invest in well-performing companies where the existing owners have a clear ambition and we share a vision for achieving it.   

Many are founder or family-owned, but we also see alignment with management teams in larger corporations seeking an external catalyst to give momentum to change. 

We invest across the spectrum of business life stages, but our approach to this is how we think about risk: 

• We look to invest behind execution risk—the ability of a management team and company to deliver against an agreed plan. As a result, most of the companies we invest in are growth stage or maturing.
• We seek to avoid what we would call "concept risk" (e.g., will anyone buy this product / how does this business model evolve?) and that excludes many start-up-stage businesses from our focus.
• We also seek to avoid regulatory, political, and environmental risks that we do not believe can be predictably managed or mitigated.

In the Philippines, the most obvious way to generate value is through accelerating company growth. Our capital and strategic expertise can support that by investing in innovation, fueling organic growth or by enabling platform expansion through mergers and acquisitions.

All well-managed companies retain a zealous focus on efficiency and productivity, so we use our strategic involvement to challenge management teams identify better ways to run their companies, and to invest in the technology, talent and processes that enable them to do so.

We strongly believe that well-run companies are less risky and thus worth more to future investors. Consequently, we work with our partners to improve transparency, ensure compliance, enhance decision making processes and strengthen talent management in a way that best ensures the long-term prosperity of the business.

We are "partnership investors”. What we seek is complete alignment with our partners on our joint ambition and strategy for the company over the coming years.   

Sometimes we do that with minority ownership and sometimes with majority ownership, but our approach is identical in both cases.  We work strategically and closely with owners and senior management, mostly informally, to ensure we are all supporting delivery of the agreed plan as best we can.   

We exercise strategic control regardless of our shareholding position and retain options and rights over how and when we may ultimately exit our investment. 

It begins with a conversation where we explore with each other what your ambitions are and how well placed we may be to help you achieve them. If we agree and are aligned on that, and if we all feel comfortable that we will enjoy working with each other over the coming years, then we will make you a proposal on how we would wish to structure a deal, including how we value your company, how much we'd like to invest, where we want that capital to go, and how we manage the company together during our investment.

If we agree on all of that, we will work together to deliver the proposal as efficiently as possible and with as few distractions for the company as possible.  This includes a due diligence process, legal documentation, and the co-development of a shared business plan for the coming years. 

It is almost certain that you will know more about your industry than we will. You definitely know your business better than we do. Indeed, we have chosen to invest with you because of your knowledge, capacity, and ambition.  

Our expertise lies in helping many companies develop, grow, and improve across multiple industries, various ownership structures, and even different geographies. We know what future investors care about. 

We leverage that experience to help you and your team operate in a way that focuses on what matters most. We bring collaborative challenge to the ways you think about your business and how decisions are made, and once made, we pull every string available to us to support you where you need it. 

We typically drive the development and communication of explicit strategy, ensure high standards of corporate governance —including financial and compliance controls —establish more formal talent management processes, push for improved management information systems, encourage appropriate tech adoption, and more.

Typically, yes—our model is to partner with business owners to help them achieve their ambition, not replace them. 

If your ambition is to reduce your executive or financial involvement in the business over time, then we can help you do that.  Indeed, it is a common motivation for many of our investment partners. But we expect to work hand in hand with you on the process of achieving that ambition over the course of our journey together. 

We are medium-term but non-permanent investors in companies. As a result, we are focused on long-term business performance and prospects, and will sell our stake to future investors who can take the business forward. 

Typically, the timing of our exit is related to the delivery of the ambition we shared at the outset, and to the business plan that underpinned it.  Most plans take three to five years to implement successfully, so that is a fair time frame to have in mind for our investment period, but there really is no prescribed timing. 

We generally give our partners the opportunity to repurchase our stake at market value if they wish to do so. 

ESG is embedded in our diligence and portfolio management. We help companies strengthen governance, reduce environmental risk, and drive positive social impact—primarily through job creation. 

We think about this just as "doing business the right way”.  The terms may be more fashionable in recent years, but we see this as simply a way to manage critical business risks that are critical to long-term value creation. 

We aim to build strong businesses that generate inclusive growth, create quality jobs, and contribute to long-term national development. 

Suppose our investment partners have a positive experience in working with us. In that case, we hope our approach to investment and corporate stewardship may serve as a model or benchmark for other companies. 

By successfully helping local entrepreneurs achieve their ambitions, we hope to encourage other business owners to consider private equity investment and thereby create a positive cycle for our industry to develop and thrive here. 

You can reach out through our contact page and provide a short overview of your business and growth plans.  We will respond to you within a couple of days.

A short deck or memo outlining your company’s background, financials, team, and what you’re looking for in a partner is a great place to start. Don't forget to be clear about what ambition you are seeking to achieve!