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NICHE ASSET-BASED INVESTMENTS

Arista Strategy

Virgo focuses on asset-backed credit businesses that originate differentiated credit securities, and on Founder-led companies with contractual or predictable cash flows. We also build organic asset-based platform companies, such as Kavanah (Real Estate) and Zephyrus (Aviation), that maintain ownership of various assets that also produce these sought after types of cash flows. Through these types of investments, we seek to generate a current yield with equity upside potential for our investors.

Our asset-based investments seek to provide multiple levers of value creation through the repositioning and trading of assets, and the scaling and institutionalizing of the operating company platforms, all in an effort to maximize the MOIC potential of the investments.

Financial Assets
Niche, Real Estate Assets
Contracted Energy Logistics & Transmissions
Aircraft & Engine Assets
Energy Asset Transportation
Renewable Power Assets
Music Publishing Assets
Marketed Specialty Pharma Assets
Drug Royalties
Other Niche, Recurring Revenue Assets
4am
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.

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VSP IV
Jan 2018
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.

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Nowaccount
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.

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Plane wing
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.

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Ygrene
VSP III
Jun 2014
SECTOR
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").

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Lonesome dove
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.

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Office building
VSP III
Nov 2013
SECTOR
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.

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Lights metal vintage roof
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.

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Meric tuna 186605 unsplash
VSP III
Sep 2015
SECTOR
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.

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Live music bw
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).

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Real estate
VSP III & VSP IV
May 2014
SECTOR
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.

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Solarpanels
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.

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Financial
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.

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Stonegate
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