Direct & Club Deals

“By virtue of our strong sourcing and origination of direct transactions across our business, we are often able to offer investors attractive direct and club deals. These opportunities can be a great complement to an existing portfolio adding a unique return and/or yield profile.”

____Brian Johnson, Head of Asset Management

• USD 110 million currently invested in direct & club deals
• 14 transactions since 2017
• USD 5 – 20 million typical equity size

By pooling capital with other investors in a single transaction, investors can offer gain access to unique investment opportunities that are not publicly available due

to size constraints or lack of sourcing network.

Investors can gain targeted exposure to specific deals that are of interest to them from either a return, risk or diversification standpoint.

A growing strategy. The trend toward investors adding direct deals to their portfolios continues to grow. As a result, the range of opportunities is also increasing

and investors now have greater choice on deal profiles, fees and other criteria.

The general approach of Crescendo Asset Management is to provide our investors with attractive investment ideas. In some cases, these are via fund solutions, but we also have seen there is demand for direct transactions.

We understand the important role that direct deals can play in an overall portfolio or indeed as a single opportunity in its own right.

As we have the network and infrastructure in place to identify a range of deals, we believe that it is only natural to offer selective deals to investors where we think the opportunity is attractive.

It raised over USD 75 million in equity in order to purchase a chain of over 40 full-service hotels across the U.S. Investors in this transaction will benefit from an attractive, above-market annual cash distribution as well as potential underlying asset appreciation.

The underlying company has a nearly USD 2 billion valuation and counts among its clients many of those in the Fortune 500. This transaction targets to deliver investors between 1.5x and 2.0x on their investment over an estimated period of 18 to 24 months.