Investment Philosophy
Juna invests in buy-outs and direct non-control investments in private companies. Before listing out our investment criteria, we want to tell you why we believe we are good partners.
First, we speak plainly and tell you exactly what we think. Second, we pride ourselves in engaging in a responsive and thoughtful manner. Finally, we find ways to help our portfolio companies create value – please see our case studies under Expertise.
Investment Criteria
Juna seeks to invest in companies with a compelling business model with defensible margins and strong, stable cash flows. We look for proven management teams with a vision to grow the company and openness to accepting help and advice from an investor with experience in a wide range of businesses
Transaction Type :
- Buy-out, direct non-control equity, secondaries, and restructured equity
- Juna takes non-control stakes or teams with partners in control transactions
Size :
- Primarily businesses with EBITDA of $5-25 million but have and will invest in companies outside of our core range
Security / Structure :
- Common, convertible preferred, or senior instruments with equity returns
- Solid governance with appropriate non-control protections
- Alignment of interest with other shareholders and management
Sector :
- Open to attractive opportunities across all industries with a focus on industrial, business services, consumer, healthcare services and media
Geography :
- Primarily North America and Europe
Environmental, Social & Governance Policy :
- Juna abides by ESG guidelines set by United Nations Principles of Responsible Investment and United Nations Global Compact