- Preference for founder / family-owned businesses
- $25 - $100 million check size, larger in high-conviction situations
- We can be a 1% owner or a 100% owner
- Management team in place with deep industry expertise
- Flexible on structure (common equity, convertible preferred, etc.)
- Board seat and/or significant influence at the board level
- Long-term time horizon (Cockrell has held certain assets for > 70 years)
- High free cash flow generation that enables reinvestment and capital allocation
- Aligned incentives among all executives and
Approach
Directs
Majority or Minority
Co-Investments
Minority
- Investing alongside top quartile / decile investment managers
- $20 - $50+ million check size, can upsize over time for follow-on capital
- Durable businesses with strong balance sheets
- Downside protection with low probability of losing money
- Preference for situations with a yield (whether annual or opportunistic, such as a dividend recap)
- Flexible on time horizon and holding period
- Ample lead time for Cockrell to perform our own due diligence
- Our best diligence on a fund is completed during due diligence on a co-investment opportunity
Co-Investments
Minority
- Investing alongside top quartile / decile investment managers
- $20 - $50+ million check size, can upsize over time for follow-on capital
- Durable businesses with strong balance sheets
- Downside protection with low probability of losing money
- Preference for situations with a yield (whether annual or opportunistic, such as a dividend recap)
- Flexible on time horizon and holding period
- Ample lead time for Cockrell to perform our own due diligence
- Our best diligence on a fund is completed during due diligence on a co-investment opportunity
Directs
Majority or Minority
- Preference for founder / family-owned businesses
- $25 - $100 million check size, larger in high-conviction situations
- We can be a 1% owner or a 100% owner
- Management team in place with deep industry expertise
- Flexible on structure (common equity, convertible preferred, etc.)
- Board seat and/or significant influence at the board level
- Long-term time horizon (Cockrell has held certain assets for > 70 years)
- High free cash flow generation that enables reinvestment and capital allocation
- Aligned incentives among all executives and
Directs
Majority or Minority
- Preference for founder / family-owned businesses
- $25 - $100 million check size, larger in high-conviction situations
- We can be a 1% owner or a 100% owner
- Management team in place with deep industry expertise
- Flexible on structure (common equity, convertible preferred, etc.)
- Board seat and/or significant influence at the board level
- Long-term time horizon (Cockrell has held certain assets for > 70 years)
- High free cash flow generation that enables reinvestment and capital allocation
- Aligned incentives among all executives and
Directs
Majority or Minority
- Preference for founder / family-owned businesses
- $25 - $100 million check size, larger in high-conviction situations
- We can be a 1% owner or a 100% owner
- Management team in place with deep industry expertise
- Flexible on structure (common equity, convertible preferred, etc.)
- Board seat and/or significant influence at the board level
- Long-term time horizon (Cockrell has held certain assets for > 70 years)
- High free cash flow generation that enables reinvestment and capital allocation
- Aligned incentives among all executives and
Co-Investments
Minority
- Investing alongside top quartile / decile investment managers
- $20 - $50+ million check size, can upsize over time for follow-on capital
- Durable businesses with strong balance sheets
- Downside protection with low probability of losing money
- Preference for situations with a yield (whether annual or opportunistic, such as a dividend recap)
- Flexible on time horizon and holding period
- Ample lead time for Cockrell to perform our own due diligence
- Our best diligence on a fund is completed during due diligence on a co-investment opportunity
Co-Investments
Minority
- Investing alongside top quartile / decile investment managers
- $20 - $50+ million check size, can upsize over time for follow-on capital
- Durable businesses with strong balance sheets
- Downside protection with low probability of losing money
- Preference for situations with a yield (whether annual or opportunistic, such as a dividend recap)
- Flexible on time horizon and holding period
- Ample lead time for Cockrell to perform our own due diligence
- Our best diligence on a fund is completed during due diligence on a co-investment opportunity