Managed Companies

FinanceNorth established its Managed Companies strategy in 2015 to invest in high-quality businesses that may not suit a traditional private equity mandate. The strategy has a core focus on corporate private equity investments with a lower risk profile, primarily in North America and Europe, as well as the opportunity to partner with management teams or founding families looking for a long-term partner.

High-Quality, Stable Businesses with Longer Holding Period

Our Managed Companies strategy seeks control, co-control or minority influence opportunities in businesses that have the following qualities:

  • High quality, cash generative and stable businesses and/or assets with safe capital structures
  • Operating in low-volatility sectors and environments
  • Providing essential goods or services to non-cyclical sectors
  • Offering longer-term opportunities for strategic development

“We invest across industries in both established and growth-oriented businesses across the globe.”

Thomas Monroe, Chief Investment Officer

“They play a vital role in helping companies realize their growth potential. They uncover and unlock value by identifying great companies with untapped potential and enhancing their performance.”

James Vaughn, Director, U.S Capital Markets. H.G van Baal & Co N.V

“At FinanceNorth, we believe They can create the longest-lasting value and growth if They invest deeply in our people and our clients.

Kirsten Martin, Chief Financial Officer