Founded in 2015, Valterra Partners is a New York-based private investment firm that provides partnership capital to lower middle market companies with compelling growth prospects.
Core to Valterra’s investment philosophy is that our involvement is viewed as a partnership with existing stakeholders of the business and that our capital is used primarily as a catalyst to unlock growth.
Valterra traces its roots back to 2006 when the partners began investing together as part of Macquarie Bank’s (ASX:MQG) US-based merchant banking division. While at Macquarie, the partners invested $500 million of the bank’s balance sheet capital into growth equity opportunities as part of a larger $1 billion + US portfolio. In late 2014, the partners spun out of Macquarie and founded Valterra Partners to independently pursue growth equity opportunities.
WE INVEST IN SMALL-TO-MEDIUM SIZE BUSINESSES TO HELP THEM MAXIMIZE THEIR POTENTIAL.
While our investments can be structured as either majority or minority positions, Valterra always takes an active role in managing its positions through a hands-on governance structure. We take pride in our ability to work collaboratively with management teams to introduce new financial and managerial resources that can position our portfolio companies for sustained growth.
As part of an on-going partnership, Valterra works closely with its management teams to provide access to capital, strategic and operational expertise and a broad network of operating partners and industry contacts that can help transform a young business into an industry leader.
Valterra targets investments in small-to-medium size businesses ($5 to $50 million in enterprise value) that have a strong existing platform and possess visible growth potential. We look to partner with best-in-class management teams in situations where our capital goes to fund a defined purpose that can unlock growth. For each transaction, Valterra takes a flexible approach to investing, working hand-in-hand with existing stakeholders to develop a mutually agreeable investment structure.