OUR INVESTMENT STRATEGY
Our Investment Strategy
Any investment process entails solutions developed from within and should not be assessed by a standard but a flexible approach. With this approach in hand, we set new strategies capable of creating the edge of competitiveness together with the company management without interfering in the day-to-day operation of the company.
We make an investment in any company in accordance with the following criteria.
Small or large investments in the amount of U.S.$ 1 – U.S.$ 20 Million per company can be made in small to medium sized enterprises having a growth potential depending upon the size of the opportunity.
We aim to provide capital contribution for companies which employ an energetic management team consisting of qualified, experienced, creative, job involved staff, and which have a potential of generating high profit compared to market margin and a work plan reflecting down-to-earth growth expectation and which provide reasonable exit scenario.
Control and Management
Minority or majority shares may be acquired in the companies for investment
The financial management team of our partnerships are determined and assigned by Bordo Capital.
We employ the right of representation at the level of Board of Directors in order to contribute to the company growth through our corporate governance experience and global vision.
We may make an investment in almost any sectors possessing a profitability potential focusing especially on renewable energy, clean technology, information technologies, caravan-trailer manufacturing, pharmacology, energy and export focused manufacturing.
OUR INVESTMENT PROCESS
01. Preliminary Evaluation Process
The companies in which an investment is made are subject to preliminary evaluation according to the following.
Transition period performance
Management’s experience and faith in corporate governance
Competitive advantage of the product or service
Potential for satisfying high yield expectation
Diversity in exit opportunities
01. Evaluation and Approval Process
For companies having a favorable preliminary evaluation result, the next phase is the analysis process. The eligible companies selected are submitted for the approval of the Board of Directors.
During such phase;
Financial statements are reviewed.
Sector and the position of the company within sector are analyzed.
Human resources level of the company is assessed.
Competitors and other stakeholders are examined.
Information is collected in respect of company from the customers, vendors and suppliers, public agencies and financial institutions.
In view of all the information acquired, the investment report is prepared and submitted to the Board of Directors.
03. Contract Execution Process
With regards to the companies approved by the Board of Directors, Shareholders’ Agreement whereby the management is resolved upon, rights and obligations of the shareholders are arranged, and partial and full exit scenarios are indicated are drawn up, and investment is made in the amount designated in the work plan.
04. Management and Supervision Process
We have a right of representation at the level of board of directors in the companies participated in. Check points are established after having set the corporate governance principles which are in harmony with the company, and financial supervision is redesigned accordingly.
OUR EXIT STRATEGY
Although it is determined depending on the sector and company invested, our exit strategy is based on a forecast of cashing in on an average 3 – 7 years.
The most appropriate of the following option(s) are selected in order to exit from an investment
Resale to Company Shareholders
Sale to a Strategic Partner
Sale to a Financial Partner