- Success Stories
Strategic Growth Through Private Equity Investments
The family sought a trusted partner with access to exclusive opportunities aligned with their sustainable investment philosophy and met their risk profile. With limited experience in high-growth sectors, they needed a structured approach to navigate private equity investments effectively.
We designed a three-year, $50 million investment strategy in private equity, targeting high-growth sectors like renewable energy and biotech while balancing risk and adhering to the family’s sustainability values.
- Deal Sourcing and Selection
After screening over 100 opportunities, we selected a diversified portfolio of 10 companies in the technology, healthcare, and renewable energy sectors.
- Investment Performance
Within 24 months, these investments yielded an average return of 18% per annum, exceeding the family’s target of 12%. Notably, a renewable energy project yielded a 2.5x return, while a biotech investment generated a 3x return.
- Ongoing Management
We conducted quarterly performance reviews, organised liquidity events, and reinvested $15 million with optimised tax treatment, creating a successful, diversified portfolio that met financial and impact goals.
Tethys Management opened doors to opportunities we couldn’t have accessed ourselves. Their diligence and strategic approach helped us achieve exceptional returns while staying true to our values.
