Investing Beyond Boundaries
At Velari Group, our investment strategy is driven by a conviction that opportunity is not limited by sector or geography, but is instead found in the fundamentals of each business and the ambitions of its leadership. We understand that every company’s journey is unique, shaped by its market, its people, and the challenges it faces in pursuing growth.
Our Mandate
We are structured to support businesses at pivotal moments, whether that means fuelling organic growth, enabling acquisitions, facilitating succession, or driving operational transformation. Our flexible mandate allows us to engage across a range of situations and company sizes, always with a focus on long-term value creation. By maintaining an active, hands-on approach, we ensure that our capital is aligned with the needs and ambitions of each partner, adapting our involvement as circumstances evolve.
Growth initiatives
Succession and transition planning
Operational improvements
Strategic acquisitions
What We Look For
Our investment process is guided by a disciplined evaluation of each opportunity. We seek companies that have demonstrated resilience and adaptability, with business models that are positioned to benefit from market shifts and emerging trends.
We value experienced management teams who are committed to collaboration and continuous improvement, and we look for clear opportunities to drive growth, whether through market expansion, product innovation, or operational excellence. Ultimately, we partner with businesses where our resources and expertise can make a tangible difference, supporting both immediate objectives and long-term ambitions.
01
Resilient business models with established or emerging market positions
02
Experienced, committed management teams with a track record of execution
03
Clear growth potential—organic or through acquisition
04
Distinct competitive advantages and defensible market positions
Sector Focus
Velari Group invests across a broad spectrum of industries, reflecting our belief that opportunity is not limited by sector boundaries. This diversity allows us to bring sector-specific insight and best practices to each engagement, while also fostering cross-industry innovation and collaboration. We are always open to exploring new sectors and business models that align with our investment criteria and values.
01
Business & Professional Services
02
Healthcare & Life Sciences
03
Technology & Digital Infrastructure
04
Industrial & Manufacturing
05
Consumer & Retail
06
Energy & Environmental Solutions
07
Financial Services
Investment Parameters
While we typically pursue majority equity positions, we maintain flexibility in our structuring to ensure alignment with the specific needs and goals of each business. Our approach is always tailored, recognizing that every company and situation is unique.
Platform Investments
Add-On Investments
Deal Size: $10M–$40M
Deal Size: $1M–$7M
Revenue: $8M–$40M
Revenue: $2M–$15M
EBITDA: $2M–$8M
EBITDA: $500K–$3M
Value Creation
Our involvement extends well beyond the initial investment. We work closely with management to refine strategy, accelerate growth, and drive operational improvements. This can include supporting talent development, strengthening governance, optimizing capital structures, and facilitating access to our extensive network of industry experts and partners. Our goal is to be a trusted advisor and resource, helping our portfolio companies navigate challenges and seize new opportunities as they arise.