SPECIALTY FOCUS
We leverage distinct investment themes to target opportunities within select segments of the Business Services and Industrials sectors​
Entertainment & Lifestyle Experiences
Companies at the forefront of the out-of-home experiential economy, creating immersive, differentiated recreational, leisure, or lifestyle offerings that inspire loyalty and drive repeat engagement.
Sectors Covered
-
Business Services
-
Industrials
Areas of Interest
Location-Based​
-
Arcades and Gaming
-
Family Entertainment Centers
-
Amusement Parks
-
Experiential Spaces
-
Aquariums/Zoos/Museums
-
Cruise Lines & Maritime
​​
Health & Leisure
-
Fitness Experiences
-
Wellness Experiences
-
Youth Sports
-
Enthusiast Activities/Hobbies
-
Sporting Goods
-
Travel
Events
-
Sports
-
Tradeshows/Conferences
-
Festivals
-
Live Music
-
Theatres
-
Immersive Experiences
Support Services
-
Transportation & Logistics
-
Marketing Services
-
Facility Services
-
Merchandising
-
Food & Beverage
-
Event/Venue Management
​​
Rationale for Interest
We believe the following attributes make out-of-home recreational, experiential, leisure, and lifestyle activities highly attractive:
​
-
Large, fragmented markets ripe for consolidation, with clear economies of scale advantages
-
Favorable demographics and competitive dynamics driving long-term growth tailwinds within the experiential economy
-
Relative economic resiliency due to i) health, leisure, or family demand drivers; or ii) lower cost travel or entertainment alternative
-
Attractive unit economics with favorable payback periods and high return-on-investment