Investments — Strategy

Investment Strategy & Thesis

Our investment thesis is built on origination advantage, disciplined capital deployment, and active ownership — in markets where we have the deepest knowledge and the strongest networks.

Investments — Strategy

Investment Strategy & Thesis

Our investment thesis is built on origination advantage, disciplined capital deployment, and active ownership — in markets where we have the deepest knowledge and the strongest networks.

Investment Strategy & Thesis

Origination Advantage

We invest in the Western Balkans and CEE — markets systematically underserved by international private capital. We have origination advantage, execution capability, and market intelligence that most international investors lack.

Return Framework

Target 20–30% gross IRR on equity positions over 3–7 year hold periods. Mezzanine positions target 12–18% all-in return. Portfolio construction across 3–5 core sectors, 2–3 geographies, and multiple instrument types.

Value Creation

Portfolio companies access ERAM's full advisory capability — financing, M&A, restructuring, and strategic finance — without third-party fees. Direct access to our institutional capital network across Europe and the Gulf.

Exit Strategy

Preferred exits via strategic trade sales, refinancing, or secondary sales to institutional buyers. IPO remains a secondary option for larger platforms with listed market comparables.

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