one firm with complimentary

Investment Strategies

We invest across the company lifecycle and capital structure. Our strategies address distinct opportunities, yet share a common investment process characterized by comprehensive due diligence, deep sector expertise & relationships, and a focus on technological change. 

Like the businesses we invest in, ACIG strives to develop demand and supply-side scale economics. We do so by leveraging our research, network, and technology across these strategies. This shared infrastructure produces a platform that can provide value-added capital with the right structure and the right expertise, all at the right time in a company’s lifecycle.

Liquid Opportunities

Public Markets

Investments in public equity and other listed securities that disproportionately are mispriced by investors and models. Our approach combines secular theses with tactical opportunities and catalysts from corporate transactions, while leveraging insights gleaned from our private markets work.

  • Balance secular opportunities with cyclical price action
  • Secular investments monetize shifting profit pools as a result of technological disruption
  • Cyclical investments exploit mispricings based on security and sub-sector convexity
  • Opportunities span long/short, event-driven and buy-and-hold

Minority & Control Investments

Venture & Private Equity

Investing in early-stage through mature middle market companies in technology, consumer, and healthcare sectors. We partner with exceptional management teams to build category leaders across the company lifecycle.

  • Appetite spanning venture stage, lower middle market and emerging franchisors
  • Strategic guidance and operational support throughout the growth journey
  • Provide infrastructure for companies to leverage AI and related technologies
  • Positive-sum approach focused on accelerating growth versus carving up the pie

lending & Opportunistic Transactions

Credit & Structured Capital

Credit investments in high-quality companies and opportunistic structured capital transactions. We aim to fill a gap for venture-backed and middle market companies without access to viable financing solutions.

  • Credit investments in high-quality companies with strong fundamentals
  • Opportunistic structured capital transactions in complex situations
  • Ability to provide temporary bridge or term financing
  • Flexible capital solutions tailored to company-specific needs