overview

Sustainable Glocal Investment Partners (“SGI Partners” or “SGI”) is a private investment firm that pursues compelling investment opportunities in middle market businesses. We typically make control-oriented investments, including significant growth capital and buyouts, allowing us to implement innovative investment strategies that preserve invested capital and mitigate risk while driving growth and creating value.

SGI Partners invests responsibly by implementing bespoke Value Creation Plans based on ESG (Environmental, Social, and Governance) philosophies in order to create persistent value from sustainable business initiatives.

Operational Approach & Operating Network

SGI has a long-term perspective and an analytically-driven investment approach that is highlighted by how we help management grow their businesses and improve operational performance using proprietary Shared Management Practices (“SMPs”) and a network of seasoned operators and consultants.

We have been developing and implementing operational best practices since 2000 at small, midsize, and large companies across diverse industries and have tailored specific SMPs for the situations in which we invest. The SMPs follow a continuous improvement process, iterating in collaboration with management teams—since SGI believes the best way to replicate success is by:

  • Learning from those who have experienced similar situations

  • Collaborating with peers who are experiencing similar change, and

  • Guiding others with your expertise

As a result, SGI fosters collaboration within the portfolio by hosting events and forums for management teams to meet and share insights.

While SGI is a hands-on investor, the team prefers to be a trusted advisor for management teams and to give them the freedom to do what they do best—run their businesses. SGI wants to help companies unlock their upside potential by taking a collaborative approach to evolution.

SMPs and our operating network focus on company growth and improvement in various ways, including:

  • Developing value creation plans that mutually align SGI’s objectives and management expertise

  • Augmenting management and building the entire team in key functional areas

  • Growing sales in existing and adjacent markets

  • Investing in systems and optimizing processes

  • Acquiring smaller players to capture market share or expand products

investment criteria

All of SGI’s investment activity is driven by the opportunity to create meaningful value through the implementation of SMPs. SGI takes a strategic approach to sourcing investments in the middle market using thematic investing.

We pursue companies with enterprise values between $30 million and $5 billion and currently see an abundance of opportunity in the following related industries where the firm has deep experience:

  • TMT

    • Software/SaaS, Hardware, Semiconductors, CleanTech, Alternative Energy, Deep Tech, Media, Telecommunications

  • Industrials

    • Manufacturing, EPC, System Integration, Infrastructure, Logistics, Materials, Machinery and Equipment, Recycling

  • Healthcare

    • Medical Technology, Medical Devices, CDMO, and Drug Manufacturing only

Disclaimer: The information on this website is intended solely for the benefit of firms and companies seeking private equity investment capital by providing general information on our services and philosophy. The material on this site is for informational purposes only and does not constitute an offer or solicitation to purchase any investment solutions or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material on this site does not constitute a representation that the solutions described therein are suitable or appropriate for any person. Any discussion of historical performance is neither an indicator nor an expectation of future performance.