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.
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average annualized returns since 2020
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average multiple on invested capital since 2020
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years of combined operating experience
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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.

Value-driven investing

Every decision we make is based on a strong sense of core principles, which guide how we approach both our people and our investments.

Are you ready to build long term value with us?

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