Why OlivePoint

We invest opportunistically in the lower middle market, targeting high-conviction, mispriced or undercapitalized opportunities across sectors, geographies, and throughout the capital stack—where institutional capital is often underrepresented but where our platform can deliver meaningful alpha.

Our Edge

  • We go where the institutional funds can’t or won’t – off-market, or sub-$75M deals that require real execution and operational expertise to unlock value but where real market alpha exists

    Leverage data analytics and technology for investment decisions and value creation

  • Combine institutional discipline with entrepreneurial hunger - we operate with the highest institutional standards, and a sharper edge on sourcing and execution.

    58 years of collective institutional experience, $4.5B+ invested, 100+ transactions, a top quartile track record² and 14+ years investing together

  • Focus on special situations, distress, and high-conviction themes across select markets in the US

    We are not chasing yesterday’s deals – we focus on what matters in this new market paradigm

  • Anchor commitments from GCM Grosvenor and some of the largest and most sophisticated institutional investors

    True alignment - our compensation is driven by strong returns, not by AUM growth and fees

    Diverse & Emerging Manager Status

THE OLIVEPOINT

Investment Philosophy

Macroeconomics vs Deal Selection

Trying to call a market cycle is futile – we use data and research to build superior knowledge that allows us to focus on picking the right markets and assets

Resiliency of Cash Flow

Assess and improve the resiliency and growth potential of cash flow streams - not on projecting future exit pricing (which will take care of itself)

Underwriting Discipline

A business plan should not rely on short-term execution and market forecast assumptions outside historical norms to generate returns

Relentless Focus on Asset Level Profits

Ultimate attention on driving profit improvement - using technology and focusing on both revenue and expenses to achieve higher, more durable profits that will sell at a premium

Risk Management > Return Chasing

Focus on transaction risks and balance those concerns with the deal potential – steer clear of “home-run” opportunities with outsized risk

Leverage

Drive returns through the real estate – not high risk capital stacks that can put principal and asset level profitability at risk