Principal Investing

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Investing in the Latin American Middle Market

We seek to deliver superior returns to our investors by making control, joint control or influential minority equity investments in established, growth-oriented midsize companies in Latin America.

Investment Themes

Corporate Carve-outs

Growth Investments

Family-Owned Businesses

Regional Expansion

Consolidation Plays

Special Situations

 
 

Investment Criteria

We seek to make equity investments from $5 to $20 million in profitable companies with $20 million+ in yearly revenues.

 
 

INDUSTRY FOCUS

  • Technology
  • Industrial / Manufacturing
  • Energy
  • Business Services

FINANCIAL PROFILE

  • Revenues: $20MM+
  • EBITDA: $2-$10MM
  • EBITDA Margin: 10%+
  • Cash flow generation

TARGET CHARACTERISTICS

  • Strong management team
  • Proven business model
  • Healthy operations
  • Scalable platform

TRANSACTION TYPE

  • Growth financing
  • Buyout
  • Divestitures
  • Recap or restructurings

Unique and Powerful
Combination of
Experience and Skill Sets

Our deep industry knowledge, middle-market expertise, broad LATAM experience and proven execution capabilities helps foster success across Cobaltum’s investments. By providing management oversight, operational guidance and capital for sustainable growth, we empower the companies we touch.

Contact Us

Let us know how we can advise and a member of our leadership team will be in touch shortly.