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‘I can't understand why people are frightened of new ideas. I'm frightened of the old ones.' John Cage, US Composer We focus on sectors undergoing structural, cultural or regulatory change, invariably with consolidation opportunities. The spectrum of opportunities within this category has historically ranged from conventional regulated industries, including environmental services, water and utilities, financial services and insurance, to those sectors undergoing specific structural and cultural changes including the leisure, gaming and food and beverages We look for management teams with deep operational knowledge of their sectors, who have been a driving force in identifying the opportunity and we we look to supporting them to realize the opportunity those changes present.
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