OUR INVESTMENT STRATEGY

Opportunistic, flexible, solutions-based, credit and equity investments
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FLEXIBLE

Opportunistic and flexible capital PLUS+ approach where we can add value with strategic expertise including complex situations, businesses in transition or positioned for growth.

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BRIDGING
MARKET GAPS

Bridging the gap between commoditized senior direct lenders and control buyout, offering structured credit and minority and structured equity solutions on a direct or secondary basis.

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DIFFERENTIATED
NETWORK ACCESS

Female Executive Advisory Network plus deep counterparty relationships cultivated over 25 years across management teams, intermediaries/advisors, family offices, PE/credit firms.

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TARGET
COMPANIES

Growth to middle market stage companies across industries in need of bespoke capital solutions.

FLEXIBLE

Opportunistic and flexible capital PLUS+ approach where we can add value with strategic expertise including complex situations, businesses in transition or positioned for growth.

DIFFERENTIATED
NETWORK ACCESS

Female Executive Advisory Network plus deep counterparty relationships cultivated over 25 years across management teams, intermediaries/advisors, family offices, PE/credit firms.

BRIDGING
MARKET GAPS

Bridging the gap between commoditized senior direct lenders and control buyout, offering structured credit and minority and structured equity solutions on a direct or secondary basis.

TARGET
COMPANIES

Growth to middle market stage companies across industries in need of bespoke capital solutions.

INVESTMENT CRITERIA

TRANSACTION TYPES

  • M&A

  • Growth Capital

  • Leverage/Shareholder Buyouts

  • Refinancings

  • Leveraged Recaps

TARGET STRUCTURES

  • Structured 1st and 2nd Lien

  • Mezzanine

  • PIK Notes

  • Preferred Equity

  • Co-Invest Equity

SELECT
INVESTMENTS

  • A high-growth, innovative procurement specialist with unique project management capabilities and expertise in Power-over-Ethernet lighting.

  • A designer, manufacturer and installer of highly-customized fixtures, exhibits and displays servicing home improvement, retail and hospitality.

  • A leading all-natural, health and wellness brand for babies, kids, moms and moms-to-be. The Company is a pioneer in the children’s digestive health space.

  • Monte Nido is a leading operator of eating disorder treatment facilities with a national presence across numerous brands.

  • A premier clinical research organization providing a range of services focused on the global natural products sector.

  • Open Sponsorship connects brands to 11000 athletes for authentic, data-driven digital marketing campaigns.

  • Oral Surgery Partners is an established management services provider to oral surgery practices.

  • PenLink is the industry preferred software provider for communications data analysis.

  • A high-growth branded ingredient manufacturer and distributor in the natural products sector.

The examples above include some but not all prior investments. Includes examples of investments made by the Amateras AEA partners at their prior investment firms, some with significant involvement by other investment professionals who are not members of Amateras AEA’s investment committee or otherwise employed by Amateras AEA. Such differences may cause decisions made by Amateras AEA’s investment committee on behalf of its funds to differ materially from decisions prior investment firms made on behalf of their funds. Thus, the performance of the companies referenced herein may differ materially from the future performance of any Amateras AEA investment.  The inclusion of logos of the above companies does not imply any level of control of such companies.

75+ collective years of investment experience