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
3x Private Equity CEO - MBA from MIT, JD UNC Chapel Hill
John McDonough
Director of Finance
6x CFO w/6 Exits & over $500M capital raised, MBA from MIT
Roger Cockroft
Operating Consultant
Professional CEO, Six Sigma Blackbelt - MBA from MIT
Matt Boone
Operating Consultant-Finance
Former Head of Finance, People, & Operations at Motorola - MBA from UCLA. BAcc University of San Diego
Josh Brownlow
Director of Business Development
$150M+ Sales. Cambridge University, MPhil, ISMM. Associate of the Royal Society of Great Britain
Zachary Sloop
Analyst
Director of Sales Support at JMARK Systems - MBA from Wake Forest
Key Partnerships
