Independent Advice. Execution. Access to Capital.
Principal Investing

Our Clients. Our Partners.

Principal Investing

At Cobaltum, our clients are our partners. This is more than a slogan. We believe that the key to our long-term success is working with great clients – the kind we would invest our own capital in. This guiding belief is the essence behind Cobaltum’s Principal Investing activities.

Our investment approach is flexible and opportunistic. We are comfortable playing at all levels of the capital structure, with an emphasis towards equity and equity-linked investments. Typically, we invest into, alongside or in partnership with, our clients as a value-added co-investor. In select instances, Cobaltum identifies, structures and acts as lead investor.

Our key investment principles are:
  • Alignment of interests
  • Focus in investing in, alongside or in partnership with our clients, when appropriate
  • Highly flexible and creative approach to transaction type and structure

Investment criteria:
  • EBITDA of $2.0-$20.0 million
  • Experienced management teams with meaningful ownership interests
  • Competitive position with ability to maintain or grow margins
  • Emphasis on growth equity, recapitalizations and special situations
  • Florida and/or Latin America presence