Business mix
- Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies.
- The firm seeks to invest in healthcare, services, energy, industrials and consumer.
- Its Real Estate Group segment invests in new developments and the repositioning of assets, with a focus on control or majority-control investments.
- The firm prefers to invest between $1 million and $500 million in companies having EBITDA between $10 million and $250 million and debt investment value between $10 million and $100 million.
Current key questions
- Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in asset management?
- How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
- Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
