Synergy Fund

Synergy's Fund invests in the Industrials, Metals and Power sectors globally.  The Fund targets special situations where Synergy can drive value through active management and operational transformation.

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About The Fund

​We invest in companies that are unable to achieve their potential due to one or more of the following issues: (i) inadequate capitalization, (ii) M&A integration, (iii) succession, (iv) underperformance, (v) a non-core division of a large corporation, or (vi) other events with a material, but temporary, impact on operations. We focus on structured investments that provide a combination of recurrent income and capital gains and have strong downside protection through contractual and structural seniority.

 

Synergy has a strong operating team with working experience in over 100 countries. This allows us to identify pockets of value that other investors may not have the capabilities to assess or pursue. More importantly, it allows the Fund to carry out operational improvements to drive value creation. This is especially important in cyclical industries where cost efficiency is the primary performance driver during downturns.

  • Investment Size: Our typical investment size is US$ 20 million - US$ 50 million. We also leverage our co-investor network and arrange investment consortiums as required.

  • Geographic Focus: We have a global mandate with a geographically diversified portfolio across developed (EU) and emerging (India, SE Asia) markets.

  • Investment Structures: We have the flexibility to invest across the capital structure and can tailor structured solutions to capture situation-specific risks and opportunities.

  • ESG: We employ various screens and assessments during the investment evaluation phase. We implement and monitor relevant recommendations during the investment period.

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Investments

US$ 670 million of capital deployed (including co-investors)

10 Investments: 

  • Steel 

  • Building Materials

  • Auto Components

  • Mining

  • Power

7 Countries: 

  • Europe: Italy, Romania

  • Asia: India, Thailand,  Indonesia, Singapore

  • Americas: Brazil

The Fund is evaluating a global pipeline of opportunities, and it is actively seeking new investments.