Special Situations Strategy

Investing in businesses at critical inflection points and rebuilding them through structured operational intervention.

Overview

The Special Situations strategy addresses a structural gap in India’s private markets landscape, where institutional equity frameworks for companies at inflection points remain limited.

The strategy deploys equity capital into tech-enabled businesses experiencing founder transitions, balance sheet stress, or operational misalignment, and takes an active role in stabilising and rebuilding them.

It is anchored by marquee institutional investors and supported by a network of senior industry operators who participate directly in the turnaround process.

Investment Approach

The strategy focuses on four elements required to stabilise companies at inflection points and rebuild long-term enterprise value.

SEBI-registered Category II AIF

Operational Control & Value Creation

We take active governance roles; installing AOPs, hardening processes, and driving measurable operational improvement from day one.

Strategic Exit Orchestration

We manage exits proactively, through strategic acquirers, secondary sales, or IPO-readiness, ensuring every portfolio company has a clearly defined path to liquidity.

Ecosystem Powered Turnarounds

Our network of industry operators and leading family offices, gives portfolio companies access to management bandwidth and strategic credibility that capital alone cannot buy.

Special Situations Focus

The strategy targets companies experiencing capital distress, founder misalignment, fund life-end secondaries, or orphaned subsidiaries where institutional equity capital and active governance can stabilise the business and rebuild long-term value.