INVESTMENT STRATEGY
At BlueAlpha Capital, our investment strategy is guided by a single, unwavering objective: to generate superior risk-adjusted returns for the Sanjay Chandra Family by capitalizing on opportunities across the private markets. Our approach is characterized by flexibility, discipline, and a deep understanding of the sectors and geographies in which we invest.
DIVERSIFIED PORTFOLIO
We believe in the power of diversification. Our investments span a wide range of private asset classes, including buyout, growth equity, venture capital, real estate, and private credit. This diversified approach allows us to mitigate risk while capturing the unique value each asset class offers.
SELECTIVE INVESTMENT PROCESS
Our investment process is highly selective, driven by rigorous due diligence and a comprehensive analysis of market trends, operational capabilities, and growth potential. We seek out opportunities that not only promise attractive returns but also align with our values and investment philosophy.
ACTIVE PARTNERSHIP
We are active investors. Beyond providing capital, we partner with our portfolio companies and fund managers to offer strategic guidance, operational support, and access to our extensive network. Our goal is to empower our partners to achieve and surpass their objectives, creating lasting value.
LONG-TERM HORIZON
Our investment horizon is long-term. We are patient investors, focused on building sustainable value rather than short-term gains. This long-term perspective allows us to support our portfolio companies through various market cycles, fostering growth and resilience.
SECTORS IN WHICH WE INVEST
01.
PRIVATE EQUITY
We invest in lower-middle market businesses across a variety of sectors.
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Revenue Range: $10 - 50 million, showcasing a solid track record and potential for scalable growth.
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EBITDA Range: $3 - 8 million, indicating operational efficiency and profitability.
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Industry Targets:
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Technology: Innovators and pioneers driving the future of tech, from software to hardware and everything in between.
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Tech-Enabled Businesses: Companies leveraging technology to enhance traditional business models, creating efficiencies and new opportunities.
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Niche Services: Unique service providers with a specialized focus, offering unparalleled expertise and value in their respective fields Automotive: Forwarding-thinking entities within the automotive sector, including dealerships, manufacturers, service providers, and technology innovator.
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02.
REAL ESTATE ACQUISITION AND DEVELOPMENT
Our focus is on value-add and opportunistic assets throughout Dallas-Fort Worth. We invest as owner operators and limited partners across various real estate categories including, but not limited to:
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Medical Office: We invest in prime medical office properties located in desirable, high growth areas, with upside potential. We prioritize tenant quality, NOI growth, and location. We aim to provide physicians with quality medical office buildings while providing the opportunity for physicians to invest alongside us for optimal risk-adjusted returns.
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Industrial: Our investments in the industrial sector target properties with strong logistics capabilities, including warehouses and distribution centers. We look for assets that are critical to the supply chain, offering high functionality and accessibility to key markets. Our goal is to support the backbone of commerce and industry.
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Retail: In the retail sector, we focus on properties that offer a great visibility, are strategically located in high traffic areas, have a mix of anchor and boutique tenants in the area, and have upside potential. We believe in creating retail destinations that meet the evolving needs of consumers and drive consistent traffic.
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Multi-Family: We focus on value-add or development opportunities within the multi-family sector in high growth areas; suburban or urban. We believe in community and providing residents with unmatched living experiences. We believe that “quality attracts quality” and we seek to respond to the needs of the residents and surrounding neighborhoods.
03.
LATE-STAGE VENTURE CAPITAL
Our late stage Venture Capital initiative is tailored for companies that are beyond the developmental phase, actively generating revenue in the market. We focus on mature startups that have demonstrated significant growth potential, robust revenue streams, and a clear path to profitability. Our strategic investments are designed to propel these companies towards major milestones such as IPOs, acquisitions, or further scaling.
04.
STRUCTURED CREDIT
We invest in sophisticated structured credit solutions that cater to the unique needs of businesses or real estate partnerships seeking flexible financing options. Our approach to structured credit is centered around deploying second lien capital, a strategy that allows us to support companies in achieving their strategic objectives while providing our investors with attractive risk-adjusted returns.