We are an investment firm
targeting supply chain imbalances and driving innovation in México's credit, healthcare, and education sectors, poised for a transformative disruption.
We aim to implement a long-term investment strategy in businesses that generate recurring cash flows:
High gross margin businesses in geographies with nearshoring opportunities in fragmented industries.
Long-term investment horizon, reinvesting cash flows to fund growth – bolt-on acquisitions and organic growth – and generate compounded returns.
Create value by supporting management teams, institutionalizing corporate structures and streamlining operations with technology.
Provide liquidity to investors
Recycling investor base to provide liquidity to investors on specific time windows.
Value proposition
Designed from first-hand experience and lessons learned in Private Equity investments in Mexico.
Strategic pillars
01
Unique deal sourcing capabilities – identify off-market transaction thanks to track-record, wide network and market understanding.
02
Maximize asset value – through financial engineering and enhancement of capital structures
03
Active management to reinforce operations – partner with management teams to improve performance
04
Solid track-record – allows us to lead transformative and accretive growth through strategic M&A supported by solid track-record
05
Provide liquidity to investors – reduce cost of equity and incremental funding alternatives
Marea vis-á-vis Traditional Private Equity
Management
Fees
Deal size /
# of deals
Holding
period
Capital
structure
Local currency
exposure
Annual budget to cover operating expenses and management salaries
$30-50M / 2 verticals
plus add-ons
Permanent capital with drawdowns every 5 years at decreasing NAV discount
Invests across the capital structure of companies to enhance cash-flow generation
+75% of underlying assets will generate USD denominated cash flows
Traditional
Private Equity
% over committed /
invested capital
$80-100M /
5-7 transactions
5-7 years
Focus on equity investments in illiquid assets
Mismatch between USD returns – hurdle and carry – and local currency generating assets
Management Fees
Annual budget to cover operating expenses and management salaries
Deal size / # of deals
$30-50M / 2 verticals
plus add-ons
Holding period
Permanent capital with drawdowns every 5 years at decreasing NAV discount
Capital structure
Invests across the capital structure of companies to enhance cash-flow generation
Local currency
exposure
+75% of underlying assets will generate USD denominated cash flows
Traditional Private Equity
Management Fees
% over committed /
invested capital
Deal size / # of deals
$80-100M /
5-7 transactions
Holding period
5-7 years
Capital structure
Focus on equity investments in illiquid assets
Local currency
exposure
Mismatch between USD returns – hurdle and carry – and local currency generating assets