Value Proposition for our Investors
Consistent with our track record, we expect to continue delivering top quartile returns to our investors.
Investors receive their capital faster than in traditional funds, through our co-investments program, that accelerates the return of such capital mitigating the J-curve; thus, increasing our overall IRR.
Controlled risks through rigorous due diligence and disciplined investment processes performed by both, Investar and the industry expert financial sponsors with whom we partner with.
We invest hand in hand with our investors, showing not only our commitment to our philosophy, but also, our confidence in our returns.
We target companies with at least $5M of EBITDA operating in the lower end of the mid-market in the US, the most difficult segment to access but the most profitable segment driven by reasonable valuations and value creation potential in the companies.
We invest in five to seven companies per year, creating a high number of investments, so we avoid any concentration risk. By investing alongside industry experts, Investar can offer a generalist diversified portfolio while retaining the advantages of industry specialization.
Value Proposition for our Co-Investment Partners
Investar is a trusted partner by our long list of financial sponsors with whom we have successfully closed numerous transactions, investing an average of five to seven co-investments per year. Our investment team is comprised by highly qualified professionals with decades of direct investing experience.
Investar has a strong network with business leaders, general partners and key players in the private equity industry both in the US and overseas, especially in Mexico and Spain, and can facilitate introductions for business opportunities, or to enhance due diligent processes.
Co-investing with new sponsors is a great way to know each other and facilitate the process to back up a team when raising a closed ended fund.
We understand each situation is different and we accommodate to the sponsor’s process thanks to our flexible investment committee. Also, we can adapt our equity ticket size and invest from as little as $3M per deal to much higher figures through both our dedicated fund and our base of Lp investors, many of which are ready to co-invest with us in large transactions.
We are a disciplined investor with a systematic investment process and can offer high visibility and certainty of process to our co-investment partners.