Tom Equity Partners

Tom Equity Partners is one of the world’s leading boutique investment firms. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we operate with the help of extraordinary people, flexible capital, and an innate focus on solving complex problems.

Private Equity

Our private equity strategy offers a combination of financial, management and intellectual capital to bring lasting value and sustainable growth to our portfolio companies. We set companies up for success by offering proven best practices and sustainable growth capital.

Real-Estate

Buy it, Fix it, Sell it. We seek to acquire high-quality, well-located assets at discounts to replacement costs, address any property or business issues through aggressive asset management and sell the assets once Tom Equity Partners Real Estate’s objectives are accomplished.

Credit

Tom Equity Partners Credit solutions are often not available elsewhere in the credit markets and draw upon a range of investment and non-investment grade disciplines including leveraged loans, high-yield bonds, distressed debt, mezzanine lending, and rescue financing, etc.

Hedge Fund

Tom Equity Partners Hedge Fund’s overall investment philosophy is to protect and grow investors’ assets through both commingled and custom-tailored investment strategies designed to deliver compelling risk-adjusted returns and mitigate risk. Approximately half of the assets we manage are invested in customized vehicles created to meet client-specific objectives. 

Mergers and Acquisitions

Tom Equity Partners is a longstanding market leader in M&A advice, including sell-side advice, raid, activism defenses, cross-border M&A, special committee assignments, and complicated merger transactions. We provide advice on a full range of transactions, including mergers, sales, acquisitions, leveraged buyouts, joint ventures, raid defenses, spin-offs, divestitures, and other restructurings.

Corporate Finance

TEP Corporate Derivatives team works with corporations to develop customized risk management strategies. Our Corporate Finance team helps businesses structure complex transactions while our Leveraged Finance Capital Markets team originates, structures and executes bank loans and high-yield bond financings for corporate clients and financial sponsors. 

Wealth Management

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. 

Middle Market Financing

Tom Equity Partners-MMF is a global, multi-asset class business, specializing in principal investing and lending in all levels of capital structures on a risk-adjusted return basis. MMF is the primary center for TEP’s middle-market financing and investing activity. The group lends and invests TEP’s capital directly to mid-sized IT outsourcing firms.

Investment Research

Our Investment Research division provides original, fundamental insights and analysis for clients in the equity, real estate, fixed income, and commodities markets covering areas such as economics, portfolio strategy, derivatives, and equity around the world. Our research reports help investors better understand the issues and trends before making a decision.

At Tom Equity Partners, we work relentlessly to uncover and capture new opportunities. We deploy capital with the goal of delivering market-leading investment results to our capital partners.

 

– Anh Dolan, Chief Strategy Officer, Tom Equity Partners