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Our Mission & Values

Our mission is to use our investment funds to allocate capital in ways that makes the world a better place while producing outstanding investment returns for our investors.


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A Community of Investors That Invests to Improve the Communities of Others

For us, it’s all about building and strengthening communities. That’s why we believe in generative ownership. Generative ownership is a term coined by author Marjorie Kelly from her book, Owning Our Future. Generative ownership is ownership that leaves whole the counterparties of our business transactions. It is the opposite of extractive ownership. Extractive Ownership severely diminishes or destroys over time business counterparties and most things it interacts with including sub-prime borrowers, the earth, our environment, water, the world’s most vulnerable communities and more.


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A Community of Generative Brands

Upon that foundation of generative ownership, we add pillars by looking to partner with other generative ownership brands like Starbucks, Disney, and Whole Foods as well as create and grow new generative ownership brands through our private equity fund. Finally, our vision is that through this growing network of generative owners and brands, our message of doing business in a way that leaves people whole, builds communities, and creates more owners around the world, will spread far and wide until owners and capitalists reject the extractive approach to ownership and fully embrace the generative ownership philosophy.


Four Ways That We Do Good through the Work We Do

With the foundation of generative ownership firmly in place and the pillars of generative brands also now firmly in place, what comes next?  Next, comes our role as a generative investment management firm. When you invest in our fund you become a partner with us in our quest to make the world a better place by sharing and advancing the message of generative ownership through the companies we invest in and the generative brands that we partner with.  Specifically, there are four ways that we do good through the work we do:

  1. When we buy companies or invest capital in failing companies to turn them around we often save jobs, create jobs, and stabilize communities.

  2. We create more owners by sponsoring employees to help them buy their own companies.

  3. We passionately advocate for and co-sponsor water utility development projects that make more potable water available for lower income countries and the indigenous parts of middle income countries.

  4. Through the companies we buy, we help build new and emerging product brands that embody our values and that serve to help underserved communities feel good about associating with our brands that they like because they reflect who they are as a community.

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Four Reasons Why You Will Feel Good When You Invest With Us

  1. When we buy companies, our first objective is to make sure that the people and the communities affected by our transaction are better off as a result of it.

  2. We are experts at leveraging our business model engineering and financial engineering capabilities in order to unlock and create value within companies that we acquire.

  3. Our promise is that while many private equity firms make bad deals by overpaying for a company and getting dragged in to bidding auctions, we will never do either one when you become a limited partner with our fund.

  4. Our network inside of Spain and Latin America is vast and is well-positioned to provide us with information on excellent buyout opportunities before anyone else learns about them.


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If your business is valued between $50 million and $500 million and you would like to learn more about selling it to us and would like at least some members of your remaining management team to retain an equity portion of the company, please click here to begin correspondence with an associate at our firm.