A portfolio of high-conviction opportunities across health, technology, and infrastructure — built on deep domain expertise, strategic relationships, and a disciplined long-term investment approach.
$5B+
Value Created
30+
Companies Backed
25+
Successful Exits
4
Continents Active
All Investments
The Portfolio
Digital Infrastructure
Brookhaven Digital
Developing a 483-acre hyperscale data center campus along Georgia's I-20 corridor, designed to support up to 1.4 GW of power capacity for hyperscale and AI-driven compute. Strategically located adjacent to Meta's data center and Rivian's 16 million sq. ft. manufacturing campus, Brookhaven Digital is positioned within one of the Southeast's emerging digital infrastructure corridors. Targeting a ~$4B IPO on NASDAQ or NYSE.
Current2026
Biopharmaceuticals
Gradalis
Clinical-stage biotech advancing next-generation personalised cancer immunotherapy. FDA RMAT-designated, Phase 3-ready platform leveraging genetic and cellular technologies to enhance the immune response against tumours.
Current2021
Medical Devices
Virtuoso Surgical
Pioneering robotic surgical technologies enabling complex procedures through smaller access points with greater precision and control. FDA Breakthrough Device designation, redefining the standard for minimally invasive surgery.
Current2022
Biopharmaceuticals
CNS Biosciences
Advancing Emeramide (Irminix®) in Phase 2 clinical trials targeting Progressive Supranuclear Palsy and Parkinson's disease, addressing serious unmet needs in rare neurodegenerative conditions.
Current2020
Healthcare Services
MedLogic
Healthcare services platform with $3.25M raised and $65M in claims receivables, optimising specialty care delivery and administrative efficiency across multiple service lines in North America.
Current2022
Medical Technology
KCI
Global leader in advanced wound care, co-founded by Dr. Harry Jacobson. Achieved a 12,882x MOIC and 50.7% gross IRR across two IPOs and two LBOs before a landmark $6.2B exit to Apax Partners.
Exited2011
Healthcare Services
Renal Care Group
One of the largest US dialysis providers, serving 32,500+ patients across 65 physician-led programmes. Acquired by Fresenius for $4B in 2006 after 40 consecutive quarters of growth and a 28% revenue CAGR.
Exited2006
Healthcare Technology
MedSolutions
Pioneer in radiology benefits management, securing a national at-risk contract with Aetna. Evolved into eviCore and acquired by ExpressScripts for $3.6B, returning $324.6M on a $7.5M investment.
Exited2017
Diagnostic Imaging
OIA
Developer and operator of advanced diagnostic imaging centres in partnership with major health systems and Academic Health Centers. Sold to IVC Partners in 2018 at a 7.1x MOIC and 29.2% IRR.
Exited2018
Investment Criteria
What We Look For
Sector Focus
High-conviction opportunities across health, technology, and infrastructure where we have strategic insight and differentiated access.
Investment Profile
Growth-oriented companies and projects with strong fundamentals, clear value-creation potential, and attractive risk-adjusted returns.
Geography
Primarily North America, with select global opportunities where our network and expertise provide a strategic advantage.
Partnership
Exceptional founders, operators, and management teams with aligned interests, ambitious goals, and a clear path to scale.