Private Equity and Finance: Strategy

Brookfield’s proven investment approach is focused on acquiring high-quality businesses for value and then further enhancing value post-acquisition through operational improvements.

Private Equity: Brookfield seeks to invest in high-quality assets in industries where it has a competitive or informational advantage. Brookfield’s preference is to invest in companies with favorable characteristics, such as businesses who are low cost producers, businesses benefitting from high barriers to entry, and businesses with tangible underlying assets. Brookfield’s contrarian approach to investing looks to source transactions in out of favor sectors and utilize the Firm’s industry-recognized leadership in distressed investing and restructurings. The Private Equity Group also seeks to leverage knowledge across Brookfield’s real asset and related operating platforms to identify investment opportunities up and down the value chain.

Post-acquisition, Brookfield seeks to deploy an active management approach focused on strategic, operational and/or financial improvements. By exercising influence and control over its portfolio companies, Brookfield will seek to add value by focusing on profitability, sustainable margins and cash flows, while surfacing value from hidden assets and executing accretive add-on acquisitions. Brookfield utilizes business plans that do not rely on top-line growth or excessive leverage. The value created by this active management approach is manifested in Brookfield’s strong private equity track record.

Debt Strategies: Our specialty lending activities include event driven bridge loans and other specialty debt finance solutions tailored to meet the needs of mid-market companies. We have committed over $5 billion of bridge loan capital and provided funding for acquisition and growth transactions, buy-outs, monetization or leveraging of assets, recapitalizations and refinancing and interim capital solutions. Our minimum loan size is $20 million.


 
Brookfield Asset Management's Private Equity and Finance Strategy