Investment Approach
Multi-sector, resilient-proof industries with long-term growth opportunities and business moat.
Investment Style and Approach
- Equity and convertible debt
- Minority and control positions
- Companies with enterprise values between $10 MM and $200 MM+
Transaction Types
- Growth equity
- Leveraged and management buyouts
- Spinoffs
Target Industries
- Multisector approach focused in resilient proof industries
- Main industries include: Healthcare, Sustainability, Hospitality, Consumer Products, Technology & Aging Population
Investment Candidates
- Sector leading companies with strong operating experience
- Proven, profitable, and sustainable business models
- Scalability: high growth potential organically and inorganically
- Strong business moat and management team
Focus
Sora creates value through its proactive involvement in institutionalization, revenue growth, operational and financial improvements, scalability, and human capital
Corporate Governance
Board of Directors & Committees
Institutional decision making
Organizational design and development
Key executive retention plan
Professionalization of Operations
Enable decision-making
Development of risk management plan
Equity and Debt access
Establishment of performance metrics
Scalability
Organic and Inorganic growth
Strategic partnerships and acquisitions
Capital structure optimization
Human Capital focus
Values
Philosophy
- Business between people
- We are supportive through bad times and disciplined through good times
- We push always to act outside the comfort zone
- Alignment of interests
Day-to-Day
- People
- Corporate Governance
- Strategic involvement (board & committees)
- Establishment and monitoring of metrics
Strategic Support
- Mergers and acquisitions
- Strategic alliances
- Evolution of business model
- Financial optimization
- Definition of strategies
- Control mechanisms
- Leverage personal and professional relationships
Experience
- Team with extensive experience in private equity, finance and business management
- Value driven approach towards Underwriting, Rating Advisory, Capitalizations, Recapitalizations, IPOs, M&As, Debt Restructurings, Governance and Consulting