AncoraOak > Methods > Direct Equity Investments

Direct Equity Investments

Direct Equity Investments

Venturing into Uncharted Territory:
A Revolutionary Platform Strategically Targeting the SMID Market

Embarking on an unprecedented journey, our revolutionary platform, AncoraOak, sets its sights on the untapped potential of the small- to mid-sized (SMID) market. With a unique positioning, we traverse the global landscape, diversifying our investments to unlock remarkable opportunities for our esteemed investors.

Harnessing the power of innovation, AncoraOak’s direct equity investment strategy ignites a new era of possibilities. By meticulously executing high-quality direct equity investments and constructing well-balanced portfolios, we pave the way for compelling returns that surpass investor expectations.

Adhering to our guiding principles, we focus on companies with SMID enterprise values, carefully handpicking the hidden gems nestled within this unexplored frontier. Our meticulous approach shields us from market risks, as we transcend over-exposure to a single general partner, geography, industry, or deal type or size. The result? A diversified portfolio that brims with potential.

Fueling our ambitions further, AncoraOak’s extensive platform drives unparalleled deal flow and exclusive access for our investors. Empowered by cutting-edge technology, we uncover opportunities that were once hidden in the shadows, giving our investors an advantageous edge.

But the perks do not end there. At AncoraOak, we are steadfast in our commitment to deliver exceptional value. Through strategic partnerships and innovative thinking, we offer our investors access to direct equity and co-investments at preferential fees and terms, a feat that sets us apart from the traditional buyout funds.

Our crown jewel, however, lies in our steadfast dedication to small- and mid-sized investments. A testament to our bold vision, a staggering 71% of our investments since 2014 have been co-underwritten or possess proprietary access*. This unwavering focus positions us uniquely in the market, ready to seize the untapped potential of the SMID sector like never before.

As we set sail into uncharted territory, AncoraOak invites you to join us on this extraordinary adventure. Dare to venture with us, and together, we will redefine the future of investing.

THE POWERHOUSE PARTNERSHIP

Momentive, a once undermanaged public business lacking strategic focus, sought an opportunity to transition from its core market to compete in a higher realm. Enter our sponsor, a force to be reckoned with in the realms of market research and marketing technology, armed with a proven track record in executing operational improvements and cost-saving initiatives. This partnership was a match made in heaven, with the sponsor offering valuable expertise and experience.

UNLEASHING THE AO ADVANTAGE

This remarkable collaboration highlights our prowess as a solutions provider in the market. As a strategic partner to the sponsor, we played a crucial role as a co-underwriter, joining forces before the deal was even signed and participating in confidential discussions prior to the public announcement of the take-private. Our capital injected substantial meaning into the transaction, contributing to its successful close.

At a glance, it is evident that this partnership transcends traditional business alliances. With our unique advantages and strategic insights, we take pride in propelling businesses towards unprecedented success.