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  • BUYOUT
    CAPITAL FORMATION
    GROWTH EQUITY/JV
    BUYOUT
    • Focused on finding fundamentally sound, cash positive businesses with strong management. We acquire via ESOP vehicles.
    • Typical Enterprise Value: $20M - $500M+
    • Industries include: UCCI, Data Centers/Banks, RE Development, Commodities and Hard Mineral, some Specialty Manufacturing

    We pursue a rigorous pre- and post-acquisition, research-driven approach to identify fundamentally strong, cash-positive businesses within our targeted industry verticals. Leveraging deep sector expertise, we work closely with leadership teams to design and execute strategic and operational initiatives that scale middle-market companies into more resilient, higher-performing enterprises.


    Our mandate is to generate superior risk-adjusted returns by combining disciplined buyout execution with hands-on value creation. Through the ESOP buyout structure, we provide sellers with full cash liquidity at closing while preserving the company’s culture and legacy through employee ownership. This model enables us to acquire majority control, support management with sophisticated growth planning, and transform solid companies into category leaders.


    The 1972 Fund integrates value-focused M&A with an operational playbook that accelerates growth across both organic and inorganic vectors. Our team is actively involved pre- and post-close to strengthen strategic assets, optimize performance, and develop long-term portfolios that drive stable, compounding returns.


    CAPITAL FORMATION
    • The 1972's Funds capital formation arm is industry agnostic [lower-middle market to upstream] along with Real Estate Developments. The 1972 Fund is able to undertake projects including but not limited to hospitality, niche industrial/hospitality, blends and single-family or multi-family residential
    • Typical Enterprise Value: $1M - $500M+
    • Solutions include:

            Balance Sheet Lending (UK + US) - Invoice financing, PP&E, Stock Finance. SOFR + 3%

            Business Loans (UK + Europe + US) - 5 to 7x last 3 years of EBITDA. Unsecured & Priced at BBR +4 to 6%. Can be utilized for Expansion, M&A or Restructuring

            Debt and Equity (Global) - 7% to 15%

            Bonds - Terms vary by case


    We operate a global, industry-agnostic capital formation platform designed to support businesses across a wide spectrum of growth, acquisition, and restructuring needs. By combining deep underwriting experience with flexible structuring capabilities, we deliver tailored financing solutions that address the complexities of today’s middle-market and upstream environments.


    Our team partners with owners, operators, and developers to design capital strategies that strengthen balance sheets, unlock liquidity, and accelerate expansion. From invoice and stock finance to global debt and equity placements, we provide access to diverse instruments that can be deployed for acquisition, refinancing, working capital, or large-scale development initiatives.


    The 1972 Fund approaches every mandate with a research-driven framework, ensuring capital solutions are aligned with long-term enterprise value creation. Whether supporting niche industrials, hospitality projects, blended real estate developments, or multi-country corporate financing needs, our focus remains on delivering efficient execution, competitive pricing, and a capital stack that positions our clients for durable growth.


    GROWTH EQUITY/JV
    • Focused on partnering with leading entrepreneurs and innovators to deliver unparalleled value 
    • We focus this vertical in Real Estate & Consumer 
    • Typical Enterprise Value: Varies


    We partner with exceptional entrepreneurs, operators, and innovators to provide the strategic capital and operational support required to accelerate growth and unlock outsized enterprise value. Through flexible growth equity investments and joint-venture structures, we collaborate closely with founders to scale proven business models, expand into new markets, and strengthen long-term competitive positioning.


    Our team brings a research-driven investment approach, deep sector knowledge, and hands-on involvement that enables management teams to execute their vision with speed and precision. Whether investing in compelling consumer brands or structuring joint ventures across real estate assets, we tailor capital solutions that reinforce operational excellence and fuel sustainable expansion.


    The 1972 Fund approaches every partnership with a value-creation mindset, aligning our expertise with the ambitions of the entrepreneurs we support. By combining strategic insight, disciplined underwriting, and a commitment to operational alignment, we help transform high-potential companies and real estate platforms into more resilient, more scalable, and more valuable enterprises.