As experienced private equity professionals, our Investment Advisors emphasize a top down approach in selecting desirable sectors for investment, using underlying macro fundamentals to develop a model for category, type and orientation of the Fund’s investments. Regardless of the sector, the Investment Advisor’s experience indicates that successful Indian companies meet certain fundamental criteria, such as:

Funds primarily focus on mid-market transactions, aiming to provide capital to organizations for expansion and financial restructuring. Baring Private Equity Fund can make individual investments up to $100 million with the backing it enjoys from renowned institutional investor groups. The Fund seeks positions in investee companies from significant minority stakes to control. It also seeks a Board position and will often reserve the right to influence the appointment of key managerial staff.

To achieve liquidity at the appropriate time and at attractive terms, the Funds control the exit decision or have well defined exit rights. There have been several cases of successful public market listings within the region as well as highly successful listings of Asian companies on Western stock exchanges such as NASDAQ or the NYSE. Therefore, the Funds do not discount the possibility of an IPO exit route and aim to take advantage of any window of opportunity that opens up in various market cycles in order to maximize returns.