Expansion Capital's Investment Strategy
  • Invest in expansion stage companies: the Fund invests in growth stage companies, generally with revenues of $2-$30 million, that have a reasonable expectation of reaching $30M to $100 million in a three to five year time period.

  • Invest in leading industry players: the Fund targets technology companies that are led by management teams that have relevant industry experience and have a proven track record in growing businesses.

  • Large, fast growth markets: the Fund invests in companies that are selling into large existing markets ($1B+).

  • Diversification:  the Fund targets the top deals across a broad spectrum of areas within Clean Technology. These include Energy, Water & Wastewater, Manufacturing, Advanced Materials, and Transportation.

  • Meaningful ownership stakes: the Fund takes ownership positions in its portfolio companies, generally ranging from 10%-40%, and averaging 20%+. The Fund has led all its investments to date and will continue to look for syndication partners it knows and trusts.

  • Add value through active investment management: in addition to Board representation, the Fund Managers will provide its portfolio companies with strategic and financial advice and access to key business relationships and networks, plus the benefit of our partners’ entrepreneurial operating experiences. 

  • Focus on Exits: the Fund’s focus on exits begins at the time a company is being considered for investment, and the Fund Managers must be able to see several clear and plausible exit paths – from buy-outs to sale scenarios – prior to making an investment. The Fund Managers draw upon a broad network of financial and strategic investors to help a portfolio company through the exit process.