Investment Profile

Energy Private Equity Funds


Simmons Private Equity ("SPE")

Our investment strategy is to identify attractive investments in the energy industry where the energy & power team has domain knowledge. Consistent with our approach, the criteria we use when we evaluate an investment typically include the following:

Investment Criteria
Size of investment: Up to £10 million - possibly larger if a co-investment partner is involved
Stage of investment: Revenue and profit generating
Industries: Oil and gas services sector
Geography: Worldwide remit
Target EBITDA: < £7 million
Board representation: Required for all investments
Typical holding period: No fixed term apart from life of the fund
Type of transaction: Focused on investments in equity and equity-linked securities that finance company growth. We also invest by participating in liquidation events and providing development capital, which meet our hurdles for growth potential and investor return.