We acquire significant minority positions in profitable and growing Vietnamese consumer brands serving the upscaling lifestyle of the middle-class, turning them into national champions and setting the base for international expansion.

INVESTMENT APPROACH

Our team’s breadth of experience allows us to quickly understand businesses and add value through new strategic, financial, and operational initiatives.

We enjoy partnering with companies prior to an initial investment in order to ensure their organization is ready to take on new capital and a new trajectory. Pre-investment, we provide financial and legal restructuring advice to prepare companies for a strong and long-lasting relationship.

Aside from the traditional support we provide in corporate governance and financial management, we help our partner companies implement and execute on high-impact projects in the following areas: Business Strategy, Change Management, Business Digitalization, Geographic Expansion, Store Design, Product Development, Supply Chain, Logistics & Inventory Management, and Analytics.

We utilize our team’s knowledge and our network of industry contacts to provide insight and direction that partner companies may not have originally had access to.

INVESTMENT TYPE

We acquire significant minority positions (>30%) in profitable and growing Vietnamese consumer businesses.

Companies that we invest in provide products and services to the South East Asian middle class that enjoys an upscale lifestyle. These businesses have proven business models that may need growth capital to increase their footprint, develop new products/concepts, and hire more resources.

We commit to top-quartile returns for a ticket size of $3 - $10 million per investment.