We invest in leading Myanmar businesses and entrepreneurs and support them to become national champions. Our team actively works with portfolio companies to achieve their goals and build responsible businesses
Strategy
We back leading companies in high growth sectors for transformational growth
Focus on Growth Equity
We provide growth capital to fast growing entrepreneurial companies with limited legacies.Our portfolio companies have proven management teams, clear industry focus and attractive business plans to propel their growth stories. Strategic minority positions keep the management team well-incentivized while we adopt an active partnership approach.
Selected Consolidation and Control Opportunities
We conduct control transactions and consolidations
We consider control transactions in sectors where we have had previous operating experience and companies with well-understood business models and strong management. We also look at control opportunities in sectors that have strong growth potential but are fragmented.
We consider control transactions and consolidations in specific well-understood sectors and companies with well-understood business models and particularly strong management, including those supplemented by experienced strategic executives.
Sectors: Core industry verticals include consumer, telecommunication & technology,
banking & financial services.
Management: Visionary and collaborative management team and entrepreneurs
Business: scalable business models with distinctive competitive advantage
Quantum: Target investment size of USD 5-20 million
Structure: Flexible investment structures
Exit: Potential to exit between five to ten years’ time horizon through strategic M&A or
IPOs.
INVESTMENT CONSIDERATIONS
We consider companies with strong management and scalable business models in high growth sectors
Sectors
Focus on core industries such as consumer goods, telecommunication & technology and banking & financial services, while remaining opportunistic on other sectors
Management
Visionary and collaborative entrepreneurs and management team
Business
Scalable business with distinctive competitive advantage
Quantum
Target investment size of USD 5-20 millions
Structure
Flexible investment structure
Exit
Investment period of 5-10 years and exit plan through strategic M&A and IPOs
Value Add
We actively engagement with portfolio companies to create value
Funding
We draw our experience to optimize the capital structure for enhanced financial performance. We provide access to local and foreign capital providers through our networks, and create co-investment opportunities for our investors.
Strategy
We help build strategies to drive revenue and margin expansion. The scale and breadth of our networks enables our portfolio companies to access local and international strategic partners for the next phase of growth.
Finance and Operations
We work with our portfolio companies to implement effective financial controls, risk management systems, reporting and budgeting processes. We assist with the recruitment of key management positions and the alignment of interests through incentive schemes.
ESG
International environmental, social and governance best practices are embedded into companies’ operations and decision-making process. We help achieve best in class operating and reporting systems by cultivating transparency and equality.
Funding
We draw our experience to optimize the capital structure for enhanced financial performance.
We provide access to local and foreign capital providers through our networks, and create co-
investment opportunities for our investors.
Strategy
We help formulate strategies to drive revenue and margin expansion.
The scale and breadth of our networks enables our portfolio companies to access local and
international strategic partners for the next phase of growth.
We align on exit strategies and support the exit plans with our knowledge and networks.
Operations & Reporting
We guide our portfolio companies to implement effective financial controls, risk management
systems, reporting and budgeting processes.
We assist with the recruitment of key management positions and the alignment of interests
through incentive schemes.
ESG
International Environmental Social and Governance best practices are embedded into
companies’ operations and decision-making process.
We help achieve best in class operating and reporting systems through cultivating
transparency and equality.
FUNDS
We are backed by global leading development finance institutions, corporates and reputable family offices.
Myanmar Opportunities Fund I, L.P.,
was launched in May 2013. The fund has over USD 50 million of committed capital and is fully deployed.
Myanmar Opportunities Fund II, L.P.,
was launched in November 2016 and has USD 70 million of committed capital; over 70% of the fund has been deployed
Delta Capital Myanmar’s investor base includes leading institutional investors (global corporations and development financial institutions) and prominent family offices from around the world.
INVESTORS
We strive to generate enhanced returns for our investors and create long lasting positive impact.
