Somera Capital Management employs three main investment platforms.
- Direct Equity:
These typically longer-term investments give Somera and our clients a controlling interest in those projects where Somera manages operations.
- Preferred Equity:
These investments tend to be of a shorter term, allowing Somera and our clients to cash out and distribute profits on a shorter cycle.
- Joint Venture:
When we have a trusted partner in a unique market or specialized sector, we use these investments to leverage off of that local expertise.
Uncomplicated and Shared Objectives
From inception, Somera has identified investments with a simple core mandate – if an opportunity isn’t appealing to our capital, we won’t pursue it. The amount of our own capital invested in any transaction is generally well in excess of any potential profit participation and therefore our preservation of capital orientation provides ultimate alignment. This alignment with our investor partners has created long standing relationships that are now transcending generations and provide for investment periods that are defined by common profit objectives, not return hurdles or structured return metrics commonly found in institutional or purely promotional platforms.
Through experience and market intelligence, investment prospects are vetted methodically, leverage employed conservatively, and business plans built individually to create stand-alone entities with the greatest possible foundation of success. The investment hold period involves active asset management designed to enhance returns and identify necessary changes as market conditions continually evolve. Our team of professionals are dedicated and have a vested interest in each investment, as well.
With a significant portfolio, Somera has positioned itself operationally to endure the cyclical economic conditions that will always be present in the industry. Whether in an active transaction cycle or an operational cycle, Somera’s team and depth have weathered it all.