INVESTMENT STRATEGY
KBI FINERGY’s principals believe that attractive opportunities are found not by slavishly following the latest fashions in investing, but rather by solid due diligence and attention to fundamentals.
KBI FINERGY’s Investment Criteria
KBI FINERGY Holdings looks for high-caliber teams with industry experience and a demonstrated ability to deliver results. Management must have meaningful financial stakes in the success of the company. If a management team needs to be supplemented but is otherwise strong, We will assist in identifying and recruiting additional management talent.Competitive Advantage
KBI FINERGY Holdings looks for proprietary advantages or discontinuities that can be exploited for financial gain. They may consist of unique intellectual property, dominant product lines, valuable commercial relationships, or technological advantages and a proven business model with above average growth opportunities.Attractive Exit
Close attention is paid to the way in which KBI FINERGY Holdings can realize a gain on each transaction. Each portfolio company has its own particular situation and circumstances, and examines likely exit possibilities before investing.INVEST IN
Healthcare
Real Estate
Sports
Marine Services & Oil Trading
Technology
Agriculture
Renewable Energy
Financial Services
Commodities (mainly in physical trading)
Food & Beverages
Hospitality
Mines & Minerals
Other opportunities, which address continuing persistent societal needs or wants
But more than anything else, KBI FINERGY Holdings invests in management.
But more than anything else, KBI FINERGY Holdings invests in management.
Size, Stage and Sector
KBI FINERGY’s investment ticket is between $2 million to $15 million, in companies and or projects and prefers to invest alongside other strong financial players to provide maximum value to the company and to ensure the availability of adequate growth capital.
KBI FINERGY Holdings introduces its limited partners to opportunities that may have investment requirements larger than it feels comfortable underwriting. The Firm is stage-agnostic and considers opportunities from early stage venture capital to later stage growth capital and PE.