Investment
criteria
We invest in high-performing businesses led by brilliant, passionate, and good people.
Consumer-focused products or services
Significant influence or control positions
Initial equity investments of $25–75M for growth and recapitalizations
Strong core leadership with aligned values
What we look for
A Strong Core
Businesses with favorable category dynamics, established communities, and authentic heritages that have scaled through distinctive products or services, strong brand propositions, a focus on margins, and good customer service.
High-Quality Management
Highly capable, ethical leadership teams that appreciate coaching, are open and transparent in their interactions, and strive for continuous improvement.
Diverse Options for Growth
Top-line and bottom-line opportunities via market share growth, margin expansion, new innovation initiatives, and attractive capital investment projects.
Aligning Capital Structures
Economic and governance terms structured to match long-term value creation plans and management objectives.
Network Multipliers
Potential to benefit differentially from Newcastle’s toolkit and resources available in our team and extended Network.
Let’s talk
If you're an entrepreneur, investor, or business leader who believes that people are the driving force behind transformational growth, we’d love to hear from you.