In each transaction sponsored by Valparaiso, investors directly participate as shareholders and as Board members, commensurate with their investment percentage, on issues including capital expenditures, capital structure, acquisitions, divestitures, compliance, audits, budgets, termination of manager, and business strategy.
Sovereign wealth funds and government-sponsored funds
Valparaiso works with government authorities who manage their respective sovereign wealth and public pension funds, usually within the allocation of private equity and direct investment baskets.
Public and private educational endowments
Tax-exempt endowments are delivered direct investment access to specific discretionary assets, in a manner that addresses comprehensive internal reporting, accounting, and legal compliance requirements.
Traditional core or income driven insurance companies who are seeking incremental opportunistic or higher value-added returns but wanting direct voting rights and visibility are addressed by Valparaiso’s platform. Often times, the risk management strategies by Valparaiso aim to equate to core investment principals, but result in higher overall returns.
Private Equity Funds
Direct investment into specific projects that meet their institutional return hurdles.
Family offices and high net worth individuals
Reduced minimums for selected families and individuals are considered when professional expertise or local business experience are contributing factors.