The company's published approach is to work alongside existing management and shareholders. It does not seek to replace their daily direction with an investor-led operating model.
Ownership and operations
Management teams are responsible for running their businesses. Capital Invest's role, as described on its corporate website, is to contribute from an ownership perspective rather than direct day-to-day operations.
This distinction gives substance to the word partnership. It identifies how the company intends to participate without presenting itself as an outsourced management provider.
More than the initial commitment
An investment establishes a relationship as well as a financial position. Judgement and relationships can form part of the company's contribution alongside the capital committed.
The nature of that involvement depends on the investment and its agreed arrangements. Clear responsibilities allow an ownership contribution to complement the work of management.
Alignment with the investment case
A considered relationship begins with an understanding of the business and the reasons for investing. Clear roles and a shared understanding of the investment provide the context for working together.