Investment Strategy

How We Invest

We deploy capital across multiple asset classes with a focus on generating attractive risk-adjusted returns through disciplined investing and active ownership.

ZEDELA CAPITAL pursues a multi-asset investment strategy, deploying capital across private equity, credit, real estate, and infrastructure. Our approach combines rigorous bottom-up analysis with a top-down perspective on macroeconomic trends and sector dynamics.

We seek investments where we can apply our operational expertise, strategic insight, and network to create value beyond what is achievable through financial engineering alone. Our patient capital and long-term orientation allow us to partner with management teams to build businesses of lasting value.

6
Asset Classes
25+
Active Investments
15+
Years Track Record
95%
Realized Returns

Our Strategies

Investment Focus Areas

We invest across multiple asset classes, leveraging our expertise to identify opportunities and create value.

Private Equity

Control and significant minority investments in established companies with strong market positions and growth potential.

  • Revenue of $20M - $500M
  • EBITDA positive with growth potential
  • Strong management team or succession plan
  • Defensible market position
  • Clear path to value creation

Credit & Lending

Senior and subordinated debt investments across the capital structure, providing flexible financing solutions to growing companies.

  • Direct lending and mezzanine financing
  • Unitranche facilities
  • Asset-based lending
  • Structured credit solutions
  • Flexible terms and structures

Real Estate

Strategic investments in commercial and residential properties with value-add and development opportunities.

  • Commercial office and retail
  • Residential development
  • Mixed-use properties
  • Value-add opportunities
  • Core-plus strategies

Infrastructure

Long-term investments in essential infrastructure assets that provide stable, inflation-protected returns.

  • Transportation assets
  • Energy infrastructure
  • Digital infrastructure
  • Utilities and essential services
  • Public-private partnerships

Our Process

Investment Process

Our disciplined investment process ensures thorough evaluation and consistent execution.

01

Sourcing

Proprietary deal flow through extensive industry relationships and proactive outreach.

02

Screening

Rigorous evaluation against investment criteria and strategic fit assessment.

03

Due Diligence

Comprehensive analysis of financial, operational, legal, and market factors.

04

Investment Committee

Senior-level review and approval with robust debate and risk assessment.

05

Execution

Efficient closing process with clear governance and operational integration.

06

Value Creation

Active partnership with management to drive strategic and operational improvements.

Operational Excellence

Value Creation Approach

We take an active ownership approach, working alongside management teams to identify and execute value creation initiatives. Our focus areas include:

  • Revenue growth and market expansion
  • Operational efficiency improvements
  • Strategic add-on acquisitions
  • Management team development
  • Digital transformation initiatives
  • ESG integration and sustainability

Portfolio Support

50+
Operating Partners
200+
Industry Advisors

Governance

Risk Management

Comprehensive risk management is fundamental to our investment approach.

Portfolio Diversification

We maintain diversification across sectors, geographies, and investment stages to reduce concentration risk.

Downside Protection

Our investment structuring prioritizes capital preservation with appropriate downside protections and covenants.

Ongoing Monitoring

Regular performance reviews, management meetings, and market analysis ensure timely identification of risks and opportunities.

Explore Investment Opportunities

Contact us to learn more about our investment strategies and current opportunities.

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