Catalur seeks attractive, uncorrelated investment opportunities globally
Our approach is defined by our unwavering focus on opportunities that we believe many of our peers do not pursue due to firm size or complexity. We believe this allows us to be nimble, flexible and always focus on investing where risk-adjusted returns are most favorable.
PRIVATE CAPITAL SOLUTIONS AND CO-INVESTMENTS
Partnership, Providing Solutions, Opportunistic
Our private credit and structured equity deals and co-investments focus on two areas. First, providing capital to lower middle market businesses that are underserved. Second, niche capital opportunities such as litigation finance and asset financing.
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Direct deals often derive from or are related to our investments in the public credit space.
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Focus is on opportunities that are often neglected due to their size or complexity.
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Examples of opportunistic credit and special situations deals include:
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M&A financing
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Debt refinancing
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Litigation funding
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Asset-based lending
OUR METHODOLOGY
Catalur's senior investment professionals have invested billions of dollars over their careers in public and private opportunities defined by fundamental research and a replicable investment process which is based on the following four principles
SOURCING
Uncovering Opportunities
We rely on two channels to source deals: internal sourcing resources with a wide network of management teams, sponsors, and operating partners; and deep bench of industry bankers, brokers and intermediaries focused on the lower-middle-market.
FUNDAMENTALS
Deep Research
We apply a fundamental, bottoms-up approach to our research process, which takes into account business and valuation factors, legal and structural issues, as well as process considerations that impact our investments.
STRUCTURING
Solutions-Oriented
As a capital solutions provider, we aim to structure deals to fit the situation - whether that means navigating the requirements of a sponsor, other lender, or tax implications. Our expertise lies in crafting the right solution for a borrower and aligning incentives through thoughtful structuring.
DOWNSIDE PROTECTION
Risk Management
Risk management and mitigation starts with our underwriting process, fundamental research, and focus on covenants; and includes a focus on portfolio diversification and construction,
PUBLIC CREDIT AND SPECIAL SITUATIONS
Fundamental, Event-Driven, Uncorrelated
Our public investments focus on credit and special situation equity opportunities, both long and short, where we have identified one or more uncorrelated catalysts that we believe will drive returns.
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We prefer to invest in inefficient segments of the market which are often in middle-market credits or idiosyncratic issues within larger, more complex capital structures. In both instances, we like to go where others tread less.
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We aim to generate equity-like returns with low volatility and a laser-like focus on downside protection.
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Examples of such event-driven opportunities include:
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Capital structure mispricing
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Distressed corporate debt
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Process-oriented investments
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Restructured equity
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Deep-value investments
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Litigation finance