Our preferred hold period is forever
Value-driven investing in the lower middle market
Dedicated to long-term value, we prioritize integrity, humility, and hard work over quick, short-term returns. Our value-based investment approach includes meticulous capital-application criteria, ensuring precise and sustainable risk management.
0% + IRR
average annualized returns since 2020
average multiple on invested capital since 2020
years of combined operating experience
actionable deals reviewed annually
How We Invest
Our investment philosophy focuses on identifying and growing intrinsic value. We are committed to long-term and sustainable growth grounded in thorough research and analysis rather than emotion. Further, Soterra looks to co-invest from its own funds alongside equity partners.