Investment Approach


 

Venturion has recognized that highly attractive opportunities exist around the world in the financial services sector for an investor group with the capabilities to identify and source attractive opportunities, negotiate and execute transactions,and add value and improve the strategic positioning of portfolio companies. Private equity investment provides an ideal means to capitalize on these opportunities. Venturion's investment thesis is summarized as follows:

  • Historic changes drive increased global demand for financial services
  • Technological developments enable differentiated products and services
  • Customer acceptance of technology creates new distribution channels
  • Development of financial services follows predictable patterns
  • Unique, attractive opportunities can be sourced through private equity
  • Timely and orderly exit can be achieved through ownership control or influence
  • Significant numbers of trade buyers, in all industry subsectors, enhance exit possibilities
  • Financial services private equity offers a portfolio diversification opportunity