We are your partners

At Apogee we privilege investments with majority positions, but always consider alternative influential investment positions such as co-control, convertible bonds, and super senior loans according to the opportunity.

Equity Club Deals

We are your exclusive partner

Apogee is an exclusive partner focused on accelerating the growth of lower middle-market companies with a strong focus on the entrepreneurial aspects of a business with a view to value creation.

We are location and sector-agnostic, but we focus on industries we have already explored and know better. We don’t focus on regulated or government-linked industries, non ESG compliant or single-client companies.

At Apogee we are focused on the lower middle-market segment and prioritize companies with a proven business model and historical track record, that need to improve and develop their potential. We don’t focus on start-ups.

We tend to privilege moderate leverage to let portfolio companies pursue their expansion without financial constraints.

Each club deal is independently structured with its own holding company, Board of Directors and applicable Corporate Governance rules. It is the responsibility of each Board of Directors to take all the relevant decisions for the corresponding portfolio company autonomously and in-line with the by-laws of the holding company, including but not limited to investment and divestment decisions. 

Each portfolio company’s management has the responsibility to conduct the day to day business within strict internal compliance guidelines and best practices. 

Our approach and philosophy are based on rigorous policies and procedures, clear roles and responsibilities, transparent reporting and controlling. 

All investments, divestments and active-management decisions are taken in observance of ESG criteria.

Sectors

We are location and sector-agnostic, but we focus on industries we have already explored and know better. We don’t focus on regulated or government-linked industries, non ESG compliant or single-client companies.

Type of companies

At Apogee we are focused on the lower middle-market segment and prioritize companies with a proven business model and historical track record, that need to improve and develop their potential. We don’t focus on start-ups.

We tend to privilege moderate leverage to let portfolio companies pursue their expansion without financial constraints.

Governance

Each club deal is independently structured with its own holding company, Board of Directors and applicable Corporate Governance rules. It is the responsibility of each Board of Directors to take all the relevant decisions for the corresponding portfolio company autonomously and in-line with the by-laws of the holding company, including but not limited to investment and divestment decisions. 

Each portfolio company’s management has the responsibility to conduct the day to day business within strict internal compliance guidelines and best practices. 

Our approach and philosophy are based on rigorous policies and procedures, clear roles and responsibilities, transparent reporting and controlling. 

All investments, divestments and active-management decisions are taken in observance of ESG criteria.

Loan Club Deals

At Apogee we approach companies with challenging exit paths with a preliminary investment through debt instruments, such as convertible or super senior loan position, with an active management role.