Niche, Asset-Based Investments (Credit Focused)

Arista Strategy

Virgo creates or builds niche, asset-based platform companies, including internally managed strategies (such as Zephyrus and Kavanah).

Asset-backed credit securities with a fixed coupon
Assets with contractual payments (e.g., aircraft, solar leases)
Credit-like, predictable, annuity-style cash flows (e.g., insurance contracts, music royalties)
VSP IV
Jul 2019
SECTOR
Specialty Finance
ASSET TYPE
Arista Strategy

Transverse is a fully-licensed and rated fronting carrier, serving the Managing General Agent (MGA) market. It is a type of insurance company that acts like a specialty finance company to other insurance companies.

VISIT SITE
VSP III
Jan 2014
SECTOR
Media
ASSET TYPE
Arista Strategy

Founded in 2001 and headquartered in Nashville, Tennessee, Combustion is the leading, independent music publisher of Country Music in the US.

VISIT SITE PLAY VIDEO
VSP IV
Jul 2017
SECTOR
Energy
ASSET TYPE
Arista Strategy

Founded in 2017 and headquartered in Oklahoma City, Oklahoma, 4AM Midstream (4AM) acquires, develops, owns and operates midstream gathering pipeline assets. 4AM focuses on lower cost oil and gas producers in Oklahoma and West Texas.

VISIT SITE
VSP III
Feb 2014
SECTOR
Niche Industrials
ASSET TYPE
Arista Strategy

Internally managed strategy.  In-house aviation platform focused on the acquisition of mid-life aircraft assets on remaining 1-4 year 'stub' leases with projected engine trade or aircraft lease & trade exits.

VISIT SITE
VSP III
Apr 2014
SECTOR
Specialty Finance
ASSET TYPE
Arista Strategy

Founded in 2010 and headquartered in Atlanta, Georgia, NOW provides business to business credit financing solutions enabling companies to manage liquidity and growth more effectively.

VISIT SITE
VSP III
Dec 2013
SECTOR
Energy
ASSET TYPE
Arista Strategy

Founded in 2012 and headquartered in Fort Worth, Texas, Foreland is a Permian Basin-based and Wolfcamp Shale-focused oil & gas company.  Foreland’s core asset is a contiguous 10,800 net acre leasehold block with liquids-heavy production in Irion County. The Lonesome Dove partnership is a financial joint venture to develop this asset.

VSP III
Nov 2013
SECTOR
Specialty Finance
ASSET TYPE
Arista Strategy

Founded in 1989 and headquartered in Troy, Michigan, LCA is a full-service equipment finance company specializing in technology and industrial equipment financing.  Since inception, LCA has booked and serviced over 88,000 leases, with an original equipment cost of over $1.2 billion.

VISIT SITE
VSP III
Oct 2013
SECTOR
Media
ASSET TYPE
Arista Strategy

Founded in 2018 and headquartered in NY, New York, One77 is a boutique music publishing company created by Virgo in partnership with a veteran Chief Creative Officer to: (i) acquire and expand existing music publishing catalogs, (ii) provide artist financings (creation of new music copyrights) along with artist songwriting development, and (iii) execute creative administration deals (enhanced management of non-owned artist catalogs).

VISIT SITE
VSP III & VSP IV
May 2014
SECTOR
Real Estate
ASSET TYPE
Arista Strategy

Internally managed strategy. In-house real estate finance platform that seeks small balance loan originations with a focus on highly structured and off-the-run deals where there is some collateral or loan structure complexity, or where speed and flexibility can result in compelling risk/return. Kavanah also targets operating businesses in out-of-favor or growth sectors that have material real estate collateral.

VSP III & VSP IV
Oct 2015
SECTOR
Energy
ASSET TYPE
Arista Strategy

Founded in 2006 and headquartered in Summit, New Jersey, Nautilus has developed, financed, constructed and/or managed a 126 megawatts of distributed generation assets throughout the United States and Canada. Nautilus focused on renewable power projects in both the commercial & industrial (C&A) and community solar market segments.

VISIT SITE
VSP IV
Oct 2017
SECTOR
Specialty Finance
ASSET TYPE
Arista Strategy

Founded in 2016 and headquartered in Chicago, Illinois, Stonegate Capital Holdings, LLC provides creative, asset-backed financing solutions to lower-middle market companies.

VISIT SITE PLAY VIDEO
VSP III
Nov 2013
SECTOR
Real Estate
ASSET TYPE
Arista Strategy

Highly structured credit investment originated to facilitate a GP buyout of the initial seed investor in Hawkeye (a US family office) by the founding partners of Hawkeye.

VISIT SITE
X CLOSE
X