Investment Strategy

Investment Profile

Alterna seeks to make privately negotiated investments within the transportation, energy and industrial sectors with the following characteristics:

  • Significant exposure to long-lived assets or resources with sustainable competitive advantages
  • Current cash flow and the potential for asset appreciation
  • Distressed opportunities with strong intrinsic asset value
  • Upside from contrarian and counter cyclical world views

Alterna invests between $25 million and $100 million of equity capital in each transaction and will consider smaller or larger investments where appropriate. We have extensive relationships with many of our investors and will consider co-investment or partnering in larger transactions.

Alterna will consider a variety of transaction structures, including growth capital, management buyouts, equipment financing, acquisition finance, cash flow monetization and leveraged buyouts. The firm will initiate and manage asset oriented transactions internally or partner with proven management teams.