We have built a diverse portfolio of market-leading businesses with a focus on long-term value creation
Our Investments
As a direct co-control investor, Silverfern employs an active diversification strategy to generate superior risk-adjusted returns, seeking to mitigate systemic risk through geographic diversification, while managing local market risk through industry and asset class diversification. Silverfern partners with qualified, in-market, on-the-ground, locally expert investment partners who we select in every investment we make. By partnering with investors who we know and trust well, we can effectively be “local” in everything we do globally.
Silverfern believes that its ability to understand complex situations by drawing on the industry specialization and deep local market knowledge embedded in its two global information networks and to apply multiple transaction structures to address such opportunities, enables it to develop deep investment insights and to act as a globally diversified industry specialist, avoiding competition from both strategic and financial buyers and clearly distinguishing Silverfern from generalist firms and investors.
Silverfern has demonstrated expertise in a wide variety of transaction structures and acquisition scenarios, including take private transactions (e.g., SAI Global Ltd (ASX), APR Energy plc (LSE) and Club Méditerranée SA (EPA)), broken auctions (e.g., Broad River and Chilean Power Assets), company owners seeking financial partners that can help maximize their future exit valuations (e.g., Waste Services Group), uncovering unique value (e.g., APR Energy and Broad River), off-market investments with attractive risk/reward characteristics (e.g., Broad River, Tidewater, and Waste Services Group) and the formation of new entities to exploit episodic opportunities (e.g., LocusPoint and Sequitur Energy).
Private Equity
We have 12 companies in our current Private Equity portfolio, based in all 3 of our target investment regions, with operations spanning the globe.
AMT is the largest wound care service provider to the post-acute care market in the United States.
APR Energy is the world’s leading provider of fast-track, mobile turbine power.
Broad River is an 878MW dual-fuel, simple-cycle gas turbine electric power plant strategically located 40 miles from Charlotte, NC, USA.
The Chilean Power Assets include operating Wind and Solar power plants in Chile.
Club Méditerranée S.A. is one of the world’s largest providers of luxury all-inclusive holiday resort vacations through owned, leased, or managed villages located throughout the world.
CSS Corp. is a leading global provider of integrated technology support services and carrier services.
Continental Bakeries is the largest European producer and distributor of private label baked goods.
Eptec is an Australian-based specialist engineering contractor focused on asset preservation and maintenance services to the marine sector (defense and commercial) and other critical transport and infrastructure assets.
SAI Global is a global risk management solutions and information solutions provider, with fifty one (51) offices in twenty nine (29) countries worldwide.
Sequitur Energy Resources, LLC is a an oil and gas exploration and production company, which was formed to opportunistically consolidate under-exploited U.S. onshore oil and gas assets.
Tidewater Transportation & Terminals is the largest multi-commodity transportation and terminal company serving the Pacific Northwest.
Waste Services Group provides diversified waste collection services in Australia.
New Energy Venture was formed to acquire or develop multi-family and commercial real estate assets located in geographic markets which are impacted by U.S. energy exploration and production activities.
Club Méditerranée S.A. is one of the world’s largest providers of luxury all-inclusive holiday resort vacations through owned, leased, or managed villages located throughout the world.
Silverfern has a solid investment track record of twenty-seven (27) global private equity and private equity-real estate platform investments, including:
- Thirteen (13) full exits; five (5) partial exits
- Twelve (12) private equity investments and one private equity-real estate investment currently being managed
- Investment geographies include: United States, Europe, Asia, Australia
- Investment industries include: Consumer, Energy/Exploitation & Production, Food, Hospitality, Information Services, IT Services, Medical Services and Supplies, Maintenance and Remedial Services, Power Equipment Rental, Power Production, Transportation, and Waste Management
Select Prior Silverfern Investments Include:
Silverfern Private Equity Fund I (2008 – 2012)
Silverfern made six (6) platform investments in its Fund I portfolio:
Ladder Capital Corp I
Ally Financial II
APR Energy I
Carlile Bancshares
Ladder Capital Corp II
O-Tex Holdings
Specialty Finance
Financial Svcs
Power/Business Svcs
Financial Svcs
Specialty Finance
Energy/Oil Field Svcs
North America
North America
Global
North America
North America
North America
Exited
Exited
Exited
Exited
Exited
Exited
Silverfern additionally made two (2) follow-on investments in its Fund I portfolio, for a total of eight (8) investments made during the Fund I Investment Period (average of 1.5 investments completed per annum).
Silverfern Global Opportunities Fund II (2012 – 2018)
Silverfern made fourteen (14) platform investments in its Fund II portfolio:
LocusPoint Networks
CSS Corp.
Sequitur Energy Res.
New Energy Venture
Orange Capital Partners
Club Mediterranee
IKKS Group
Tempo Apartments
APR Energy II
Continental Bakeries
Broad River
Waste Services
SAI Global
Marvel Packers
Telecom
IT Services
Energy/E&P
MFR
MFR
Hospitality
Consumer
MFR
Power/Business Svcs.
Consumer/Food
Power
Business Services
Business Services
Consumer/Food
North America
Global
North America
North America
Europe
Global
Europe
North America
Global
Europe
North America
Australia
Global
Australia
Exited
Unrealized
Partially Realized
Partially Realized
Exited
Unrealized
Exited
Exited
Partially Realized
Unrealized
Partially Realized
Unrealized
Unrealized
Exited
Silverfern additionally made nine (9) follow-on investments in its Fund II portfolio, for a total of twenty-three (23) investments made during the Fund II Investment Period (average of 4.5 investments completed per annum).
Silverfern made 4 platform investments ahead of Silverfern Global Opportunities Fund III’s first close.
American Medical Technologies
Chilean Power Assets
Eptec
Tidewater Transportation & Logistics
Medical Services and Supplies
Renewables / Infrastructure
Maintenance and Remedial Services
Transportation & Logistics
North America
South America
Australia
North America
Unrealized
Partially Realized
Unrealized
Unrealized
Silverfern is currently investing out of Silverfern Global Opportunities Fund III, L.P. and its affiliated entities (first close March 31, 2020).