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.

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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