Our approach

The Apera team has both the expertise and mindset to provide tailored financing solutions to enable SMEs to realise their acquisition and investment objectives in their local markets. We know that all companies are different which requires a flexible approach for the financing solution we provide.

We believe in long-term partnerships not only with our investors in the United States, Canada, Europe and Asia but also with borrowers, management teams and intermediaries. The Apera team has been supporting and advising sponsors and management teams through numerous financial cycles, which has generated a deep network of long-term relationships based on mutual trust and respect.

Our investment approach, developed over the last 20 years, is based upon a rigorous due diligence and research process to assess the fundamental risks and opportunities of a business. We also draw upon industrial expertise from commercial advisors and our own private industrial networks.

Our commitment to transparency is at the centre of everything we do. We are setting new standards of transparency in investor communication through accurate and timely financial reporting enabled by our enhanced portfolio management systems.

We are focused on generating value for our investors through providing capital to businesses that generate long-term sustainable growth. We also take into consideration how our portfolio companies interact with their stakeholders, including employees, suppliers, the local communities they operate in, the environment and society in general.