Arista Strategy
Virgo creates or builds Niche, Asset-Based Platform Companies, including internally managed strategies (such as Zephyrus and Kavanah)
- Differentiated, asset-backed credit securities
- ‘Idiosyncratic’ assets with contractual or predictable (i.e., annuity-like) cash flows
- Businesses that originate, own, grow and magnify the value of these securities or assets – typically Founder-led companies or internally managed strategies
- Seeking downside-protected and differentiated investment opportunities
- Seeking investment returns that have no/low correlation to credit indices or private lending (e.g., financial sponsor finance)
- Theme-based approach concentrated within our Core Industries – target areas of evolutionary corporate change or inefficient market segments (what we call “Market Seams”)
- Multiple levers of value creation to maximize upside optionality
Jul 2017
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
Jan 2018
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
Apr 2014
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
Feb 2014
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
Jun 2014
Specialty Finance
ASSET TYPE
Asset-Based / Structured Equity
Founded in 2010 and headquartered in Petaluma, California, Ygrene is a market innovator and the leading, multi-state provider of residential, multifamily and commercial property assessed clean energy financing ("PACE").
VISIT SITE PLAY VIDEO
Dec 2013
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.
Nov 2013
Specialty Finance (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
Nov 2013
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
Sep 2015
Specialty Finance
ASSET TYPE
Asset-Based / Structured Equity
Founded in 2009 and headquartered in Rayville, Louisiana, Ag Resource Management is an agriculture lending platform and crop insurance brokerage with operations throughout the United States.
VISIT SITE PLAY VIDEO
Oct 2013
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
May 2014
Specialty Finance (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.
Oct 2015
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
Oct 2017
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
