Perpetual Value seeks to take large positions in companies it finds suitable to its investment criteria.

Perpetual Value provides tailored equity investments in public companies seeking financing. We leverage the intellectual capital, industry expertise, and our global network to deliver the full capabilities of our firm. Long term or short, straightforward or complex, we have the understanding and ability to shape the right equity investment for our portfolio companies.

Perpetual Value’s team has developed an extensive track record of partnering with management teams and entrepreneurs to build successful businesses across a broad range of industries and geographies. We employ a differentiated approach to investing, which includes a flexible investment mandate and active risk management strategy complemented by the deep industry expertise and broader capabilities of the firm’s global platform.

What We DO

Perpetual Value leverages its deep market expertise, sector relationships, track record of scaling companies, and extensive portfolio to identify and invest in businesses with innovative products or services and high-quality management teams. The strategy draws on the full set of capabilities of Perpetual Value’s investment team and its broader platform to help these businesses thrive and grow. We seek situations characterized by large potential markets and unmet needs and invest with a flexible approach, including minority and majority stakes, through which we can provide sufficient capital to allow companies to grow over time. Perpetual Value has executed a number of transactions as part of the firm’s global equity strategy.

At Perpetual Value we are particularly proud of our global, integrated approach. We operate as one firm, leveraging all of our businesses and partnering across the firm on behalf the companies in which we invest. Perpetual Value invests in and partners with industry-leading franchises and companies poised for significant improvement or growth that attract high-quality management teams. Moreover, we are disciplined investors, focusing on long-term business fundamentals.

Firm Commitment
Equity Investments
Solutions

Perpetual Value partners with public companies to meet their capital requirements.

  1. Perpetual Value’s team of research analysts identify target companies around the world.
  2. Engage directly with management to structure the right equity investment in the company.
  3. Finalize the transaction and efficiently inject equity capital into the company.
  4. Maintain a close partnership with management.
  5. Inject additional equity capital at the option of our portfolio company.

$400M+ Up to $400M+ investment size per transaction

Capital Strength

We value superior capital strength. It gives us the flexibility to address expected and unexpected events, and is a unique competitive advantage which our portfolio companies value.