Southeast Asia's Opportunity
While venture capital chases unicorns, Southeast Asia's economic backbone—70 million profitable SMEs—faces a generational transition.
The Missing Middle
SMEs are too small for traditional private equity and too mature for venture capital. This creates a massive opportunity for those who understand how to acquire and scale profitable businesses.
Why Others Miss This
Traditional PE firms chase larger deals with greater economics. VCs want exponential growth, not steady profits. SMEs fall into the gap—profitable, stable, and overlooked.
What Makes Them Valuable
Capital-efficient businesses operating in niche market positions with recurring revenue, healthy margins and stable cash flow. Not speculative startups—proven models ready to scale.
Industries We Focus On
Non-cyclical industries with long-term growth and recurring revenue
Our Markets
Southeast Asia | Malaysia & Singapore focused