We have built a diverse portfolio of market-leading businesses with a focus on long-term value creation

Our Investments

As a direct co-control investor, Silverfern employs an active diversification strategy to generate superior risk-adjusted returns, seeking to mitigate systemic risk through geographic diversification, while managing market risk through industry and asset class diversification. Silverfern partners with qualified, in-market, on-the-ground, locally expert investment partners in every investment we make. By partnering with investors who we know and trust well, we can effectively be “local” in everything we do globally.

Silverfern believes that its ability to understand complex situations by drawing on the industry specialization and deep local market knowledge embedded in its two global information networks and its Silver3TG US CRE private debt collaboration with 3650 REIT, and to apply multiple transaction structures to address such opportunities, enables it to develop deep investment insights and to act as a globally diversified industry specialist, avoiding competition from both strategic and financial buyers and clearly distinguishing Silverfern from generalist firms and investors.

Silverfern has demonstrated expertise in a wide variety of transaction structures and acquisition scenarios, including take private transactions (e.g., SAI Global Ltd (ASX), APR Energy plc (LSE) and Club Méditerranée SA (EPA)), broken auctions (e.g., Broad River and Chilean Power Assets), company owners seeking financial partners that can help maximize their future exit valuations (e.g., Waste Services Group), uncovering unique value (e.g., APR Energy and Broad River), off-market investments with attractive risk/reward characteristics (e.g., Broad River, Tidewater, and Waste Services Group) and the formation of new entities to exploit episodic opportunities (e.g., LocusPoint and Sequitur Energy).

Private Equity

We have 12 companies in our current Private Equity portfolio, based in all 3 of our target investment regions, with operations spanning the globe.

APR Energy is the world’s leading provider of fast-track, mobile turbine power.

Broad River is an 878MW dual-fuel, simple-cycle gas turbine electric power plant strategically located 40 miles from Charlotte, NC, USA.

The Chilean Power Assets include operating Wind and Solar power plants in Chile.

Club Méditerranée S.A. is one of the world’s largest providers of luxury all-inclusive holiday resort vacations through owned, leased, or managed villages located throughout the world.

CSS Corp. is a leading global provider of integrated technology support services and carrier services.

Continental Bakeries is the largest European producer and distributor of private label baked goods.

LocusPoint Networks LLC was formed to acquire U.S. television broadcasters, and currently owns several television stations in the United States.

 

O-Tex Holdings, Inc. provides cementing services and pump down services to the North American oil and gas industry.

SAI Global is a global risk management solutions and information solutions provider, with fifty one (51) offices in twenty nine (29) countries worldwide.

Sequitur Energy Resources, LLC is a an oil and gas exploration and production company, which was formed to opportunistically consolidate under-exploited U.S. onshore oil and gas assets.

Tidewater Transportation & Terminals is the largest multi-commodity transportation and terminal company serving the Pacific Northwest.

Waste Services Group provides diversified waste collection services in Australia.

Real Estate

We have 2 investments in our current Real Estate portfolio based in 2 investment regions.

New Energy Venture was formed to acquire or develop multi-family and commercial real estate assets located in geographic markets which are impacted by U.S. energy exploration and production activities.

Club Méditerranée S.A. is one of the world’s largest providers of luxury all-inclusive holiday resort vacations through owned, leased, or managed villages located throughout the world.

Silverfern has a solid investment track record of twenty-five (25) global private equity and private equity-real estate platform investments, including:

  • Twelve (12) full exits; five (5) partial exits
  • Twelve (12) private equity investments and one private equity-real estate investment currently being managed
  • Investment geographies include: United States, Europe, Asia, Australia
  • Investment industries include: Consumer, Energy/Exploitation & Production, Energy/Oilfield Services, Food, Hospitality, Information Services, IT Services, Power Equipment Rental, Power Production, Retail, Telecom, and Waste Management

Select Prior Silverfern Investments Include:

Silverfern Private Equity Fund I (2008 – 2012)

Silverfern made six (6) platform investments in its Fund I portfolio:

Ladder Capital Corp I

Ally Financial II

APR Energy I

Carlile Bancshares

Ladder Capital Corp II

O-Tex Holdings

Specialty Finance

Financial Svcs

Power/Business Svcs

Financial Svcs

Specialty Finance

Energy/Oil Field Svcs

North America

North America

Global

North America

North America

North America

Exited

Exited

Exited

Exited

Exited

Partially Realized

Silverfern additionally made two (2) follow-on investments in its Fund I portfolio, for a total of eight (8) investments made during the Fund I Investment Period (average of 1.5 investments completed per annum).

 

Silverfern Global Opportunities Fund II (2012 – 2018)

Silverfern made fourteen (14) platform investments in its Fund II portfolio:

LocusPoint Networks

CSS Corp.

Sequitur Energy Res.

New Energy Venture

Orange Capital Partners

Club Mediterranee

IKKS Group

Tempo Apartments

APR Energy II

Continental Bakeries

Broad River

Waste Services

SAI Global

Marvel Packers

Telecom

IT Services

Energy/E&P

MFR

MFR

Hospitality

Consumer

MFR

Power/Business Svcs.

Consumer/Food

Power

Business Services

Business Services

Consumer/Food

North America

Global

North America

North America

Europe

Global

Europe

North America

Global

Europe

North America

Australia

Global

Australia

Partially Realized

Unrealized

Partially Realized

Partially Realized

Exited

Unrealized

Exited

Exited

Unrealized

Unrealized

Unrealized

Unrealized

Unrealized

Exited

Silverfern additionally made nine (9) follow-on investments in its Fund II portfolio, for a total of twenty-three (23) investments made during the Fund II Investment Period (average of 4.5 investments completed per annum).

 

Silverfern has made 2 platform investments ahead of its next fund’s expected first close.

Chilean Power Assets

Tidewater Transportation & Logistics

Renewables / Infrastructure

Transportation & Logistics

South America

North America

Partially Realized

Unrealized