Business Meeting

Operational Enhancements

Increase the recurring cash flow.
  • Grow topline with disciplined management

  • Cut recurring costs in creative ways

  • Increasing profit creates virtuous expansion in exit multiple

Analysing Data

Financial Engineering

Use leverage appropriately.

  • Borrow from local banks based on long-term relationships

  • Win subsidized loans for renovations and energy efficiency

  • Create preferred tranche to enhance common equity return

Stacks of Coins

Price Appreciation

Buy low, sell/refinance high.

  • Capitalize on asymmetry with proprietary research & origination

  • Disciplined valuation of replacement cost and earning power

  • Seek situations where “Mom & Pop” selling below intrinsic value