Our Holding Companies Offer Investors:
- LP structured Perpetual Lifespan Investment Opportunities.
- Optimized blend of near-term investor cash flow and long-term portfolio value appreciation.
- Diversified portfolios with specific thematic focus in areas of management expertise.
- Carefully sourced investments that meet Fenix’s criteria for maximizing growth potential while managing downside risk.
- Proprietary and proven growth strategy creation and implementation model driven by Fenix’s experienced operating team.
Why the LP Holding Company Structure?
The LP Holding Company structure offers investors the best of both worlds:
- Opportunities to immediately participate in portfolio company profitability.
- Access to long-term gains in portfolio value.
- Management alignment with both near-term and long-term investor objectives.
- All of the benefits of the Limited Partnership structure.
Why invest in a Fenix Holding Company?
Quarterly distributions of portfolio profits with targeted annual yields and 10 year MOIC.
Investors receive pro rata ownership in existing and future holdings.
No management fees on committed capital.
Fenix team invests personal capital in each Holding Company. Current co-investment valued at over $12m.
Focus on investments with significant growth potential with simple and executable growth strategies.
Proven operating playbook for operating and executing to growth targets.
Our Team
Andrew Sloop
Managing Director
John McDonough
Director of Finance
Roger Cockroft
Operating Consultant
Matt Boone
Operating Consultant-Finance
Josh Brownlow
Director of Business Development
Zachary Sloop
Analyst
Key Partnerships
