Private Markets
BRK Capital has a long term investment horizon and a strong appetite for private investments, which it accesses through funds, co-investments and direct investment strategies. Fund investments and co-investments are achieved through meaningful relationships with exceptional General Partners. The firm also invests in direct private equity in North American companies on a standalone basis or alongside trusted managers, family offices or investment partners.
Public Markets
BRK Capital invests in public markets primarily through a macro investment strategy, in order to access sectors and geographies with strong reward-risk profiles.
It also invests via public equity fund managers and direct investments where deemed advantageous.
Investment Criteria for Funds
Superior Returns: Superior net target returns on tax advantageous basis.
Proven Management: Strong experience in same or similar strategy, proven performance track record of current key staff and clear expertise for value-add.
Alignment of interests: Important level of commitment and financial investment by Management.
Meaningful partnership: Potential for meaningful long-term strategic relationship, cultural fit with BRK Capital and access to key Partners.
Access to co-investments: Co-investment opportunities available for augmenting returns with ability to leverage GP due diligence.
Strategy conviction: Clear, understandable and proven strategy. Geography, deal size and industry/sector in line with BRK Capital convictions.
Exits success: Successful track record of exits.
Direct Investment Criteria
Superior Returns: Superior net target returns on tax advantageous basis.
Proven management: Strong trustworthy management with proven success and industry expertise. Founder led businesses are highly regarded.
Alignment of interests: Management incentivized for shareholder aligned behavior.
Durable Competitive Advantage: Considerations include high barriers to entry, high switching costs, established brand and strong customer relationships, amongst others. Positioned to benefit from attractive industry trends. Limited external risks.
Growth and value creation: Attractive market opportunity and clear growth/value creation opportunities.
Financial strength: Strong financial fundamentals with realistic capital plan and business plan to achieve objectives.
Pathway to exit: Reasonable path to exit clearly identified.
Favorable sales process: Priority access to opportunity from valued relationships in a non-auction process, with some exceptions for strategic investments.
