Crest invests in a variety of scenarios including the following:
CROSSOVER STRATEGIES
The transition from privately held to publicly listed status involves not only legal changes but organizational and financial reorientation.
Crest has successfully assisted numerous companies through this transition process.
INDUSTRY CONSOLIDATIONS
One of the fastest paths to growth is to build and consolidate industry leadership positions through
strategic acquisitions. Crest works closely with portfolio companies to prudently acquire and integrate
companies in the same or related industry.
OWNERSHIP TRANSITIONS
Crest structures management buyouts for business owners who require liquidity and estate diversity. This allows the firm to build a robust
foundation for future growth while retaining the company’s entrepreneurial drive.
RECAPITALIZATIONS
Crest has the ability to customize transactions that satisfy the conflicting objectives of liquidity
and growth, particularly for shareholders who are seeking partial liquidity and want to participate
in executing a growth strategy for their business.
PUBLIC LISTED COMPANIES / SPECIAL SITUATIONS
Even listed companies can become lethargic organizations overtime. A fresh injection of new management
expertise, capital or business models may be required to give such companies the means to constantly
adapt and meet the changing needs of customers.

