Profit is a function of Planning Measurement and Timing
PPMT is a multi-family office. We source and structure transactions as direct investments on behalf of our family office clients. Our clients are primarily Asian and Middle Eastern Family Offices and small institutions. In addition we have a number of US and European clients. We operate on a non-discretionary basis, meaning we structure and invest on behalf of our clients subject to their approval.
Over $300M in direct investments completed over the last 24 months.
$1B mandate for office space in US gateway cities.
$200M mandate for equity investments in our focus areas.
$250M mandate for senior secured corporate debt in focus areas.
$25M - $150M
Typical Investment Profile:
We will invest in operating companies with $3M in TTM EBITDA upward. We will consider management buy-outs and asset acquisitions. In select scenarios we will invest in turnarounds. We do not invest in startups or pre-revenue companies.
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The company distinguishes itself by its data-driven approach to investment sourcing and its extensive global expert network capabilities for operational support and due diligence. PPMT invests in infrastructure & industrials, mining & energy, food & agriculture, water and environmental services and real estate. The typical investment range is $15M to $150M in an array of debt or equity structures.
We idenitfy alpha, de-risk and manage private equity fund returns. In the last
Our multi family office portfolios also invest in a number of select senior and mezzanine debt opportunities, and also consider follow on rounds as sidecars with other elite of private equity firms.
Domain Expertise For Family Offices
Our primary strength is in our ability to source unique transaction opportunities in which assets and companies can be acquired for a fraction of their true value. Not all the profit is "made on the buy", but a significant amount of value can be captured by being in the right assets at the right time.
For sellers, although we may not represent the highest price option, our capital structure and unique due diligence process usually means we're fastest to a commitment, and certainty of closure.
We develop deep expertise in the sectors we invest in by partnering with renown professionals in the sectors. Quite often transactions come to us from seasoned management teams seeking to effect a buyout.
Investment Thesis Cross Check
We co-invest with sector experts and recognized institutional investors with sophisticated infrastructure. Our co-investors are a significant component of our investment process and serve as a check and balance on our own investment programs.
PPMT structures investments as asset specific limited partnerships. PPMT Capital has a deep bench of top grade industry vetted domain experts that manage specifics assets through GP/LP structures. This approach provides limited partners with a clear path to unpromoted investment performance through return of capital and target IRR. Family offices that, for instance, may not have expertise in a particular asset class, can now invest with the confidence of knowing that industry experts at the GP level are manging their LP assets. All PPMT limited partnerships file quarterly reports and annual audits.
Our limited partnerships are generally structured as "cash flow engines". We define a cash flow engine as a limited partnership that owns a mature cash flow producer, capable of generating private equity level performance.
Family offices by their very definition, require a high degree of confidentiality. At the onset, PPMT enters into a very robust non-disclosure agreement with the client. From that point, over the course of several meetings, we learn about the tactical and strategic objectives of the family. This affords the family the opportunity to learn about the full capabilities of PPMT Group, comprised of our investment arm, PPMT Capital, and PPMT Strategic, our accounting, tax and advisory arm.
Based on an updated understanding or the clients requirements, we formulate a a financial plan, which covers many areas from investment sourcing to tax planning. Clients have varying degrees of requirements, so our program is flexible, allowing clients to use one or all of our offerings. PPMT Capital's sourcing approach broadly covers:
In terms of administration, PPMT Strategic covers areas such as:
Private company asset management cover many areas from risk management to exit planning. However our management framework falls into two approaches.
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