METHODOLOGY

Our Philosophy

Virgo approaches investments with a focus on innovation and/or a contrarian disposition.  Unique ideas and flexible capital allows us to execute creative transaction within the Firm’s Core Industries.

We seek to analyze opportunities through a different lens than other investors.  We are looking for situations where our capital can transform both earnings as well as market perspectives of value.

DIFFERENTIATED IDEAS
PARTNERSHIP MENTALITY
FLEXIBILITY
HUMAN CAPITAL
DIFFERENTIATED IDEAS
PARTNERSHIP MENTALITY
FLEXIBILITY
HUMAN CAPITAL

People ask us how we are different. We are different because we have different ideas. We are focused on innovation and re-invention.

We seek to partner with founder, family and corporate owners to build value beyond the purchase price of acquired assets or companies.

A flexible mandate allows us to create differentiated financing solutions for existing owners / shareholders.

We seek to transform the value parameters of businesses via the allocation of financial and human capital. Collaborating with our shareholder and management partners is the core of our strategy.

Our Goals

We want to build market leading companies that offer novel, but evolutionary services.
We want to accelerate companies that are capitalizing on industry change.
We want to reposition companies that are navigating periods of management volatility or corporate evolution.

INVESTMENT APPROACH
PROACTIVE SOURCING
CREATIVE STRUCTURING
VALUE CREATION
INVESTMENT APPROACH
PROACTIVE SOURCING
CREATIVE STRUCTURING
VALUE CREATION

Theme-based approach, identifying Market Seams where there are is corporate change, market/industry dislocation or investor misunderstanding.

Leverage the firm's Operating Partner Network to find actionable opportunities within these Market Seams.

Seek to mitigate downside risks and maximize upside optionality through investment structuring.

We seek to create post-investment value creation by transforming businesses in partnership with founders, family owners and management.