AFII
Strategic holdings and executive boardroom
Long-Horizon Ownership

Strategic Holdings & Business Participation

Positions considered for their operating role as well as financial return.

Understanding The Mandate

What strategic capability does the position create, and how will it be governed?

Principal Investments

A strategic stake can matter because it provides access to a market, an asset platform or capabilities needed for a broader programme. The commercial rationale may therefore be different from buying a passive security, but the financial and governance disciplines are not less important.

AFII considers such positions against their long-term fit, management requirements and the opportunity cost of committed capital. A potential partnership should not be presented as an existing subsidiary or controlled entity before the legal and ownership facts are confirmed.

The Issues That Matter

What The Structure
Needs To Address.

Each mandate needs a different balance of structure, commercial judgement and execution. These themes explain the practical issues that usually shape the work.

1

Strategic fit

Examine the business contribution, operating synergies and the assumptions required for those benefits to materialise.

2

Control and influence

Ownership percentage alone does not describe governance. Contracts and board rights determine practical influence.

3

Ongoing commitments

Management time, guarantees and follow-on funding can create material costs after entry.

A Practical Perspective

Work From The
Underlying Facts.

Nothing replaces the review of contracts, financial information and the particular circumstances of the borrower, project or investment. Each engagement remains specific to the transaction, counterparties and jurisdiction involved.

Discuss This Requirement
From The Published Directory

Related Published References.

All Transactions

References are drawn from AFII’s published transaction directory. Some entries describe historical, proposed or confidential assignments; inclusion does not establish that every project reached financial close. Photographs are editorial illustrations, not authenticated project images.

Start With The Mandate

Tell Us About The
Business Behind It.

Whether the discussion concerns a project, operating company or investment structure, we begin with what the business needs to achieve and what information is available.