At Fengate Private Equity, we employ a multifaceted investment strategy, using both a top-down and bottom-down approach to proactively identify scalable business platforms in attractive growth sectors.

Our strategic investment approach consists of:

1. Proactively Identify Sectors of Interest

  • Proactively identify growth sectors of interest consistent with our target investment profile
  • Evaluate attractive sectors based on growth potential and drive, secular tailwinds, unit economics, competitive landscape, and regulatory environment
  • Develop preliminary sector thesis

2. Network Mining and Knowledge Expansion

  • Leverage both our external and broader Fengate network to establish relationships with leading business platforms and entrepreneurs
  • A strong network helps us refine our industry thesis, enhance industry knowledge, and develop strong relationships with potential partners in advance of a transaction opportunity

3. Partnership Formation

  • Seek industry leading entrepreneurs with a clearly articulated strategy and vision to grow
  • Partner with scalable business platforms or industry leaders to invest in or build a business that benefits from both organic and inorganic growth opportunities, an attractive value proposition, and compelling unit economics
  • In collaboration with our entrepreneurial partners, develop a clear investment thesis and road map for success rooted in a strong alignment of interest

4. Growth Realization

  • Drive accretive growth through our Transformative Capital investment approach
  • Leverage our Fengate Playbook, resource and advisor networks, to invest ahead of growth opportunities assuming an active but supportive role in our portfolio investments
  • Support our entrepreneurs to build nimble, yet resilient enterprises, with the objective of maximizing value for all stakeholders

Our Partnership Criteria

We look to partner with strong entrepreneurs and operators of companies in the expansionary stage of their evolution, who have a proven track record and share our vision for growth. We invest both in a minority and majority capacity.

Below are some of our criteria:

$25M - $100M

Investment Size Per Portfolio Company

>$30M

In Enterprise Value

Sectors of Interest

• Healthcare
• Information Technology
• Business Services

Capital Solutions

• Common Equity
• Preferred Equity
• Structured Equity

Capital Uses

Organic Growth Opportunities: corporate projects, geographic expansion, market expansion and platform expansion

M&A: funding large scale and bolt-on acquisition opportunities

Liquidity Solutions: funding governance changes, ownership transitions and recapitalizations

Private Equity Main
Our Portfolio
Our Team