Direct Investments

THEOREM works with institutional investors—sovereign wealth funds, endowments, pension funds, family offices, and other large asset owners—to identify and present direct investment opportunities, (e.g., joint ventures and co-investments in sustainable infrastructure, energy transition, healthcare innovation, etc.).

Direct investments offers several advantages to our institutional investor clients: stricter alignment with strategic objectives, greater control and oversight, and the potential for superior economics by reducing fees and carried interest. They also provide access to differentiated deal flow, enhanced portfolio diversification, and the opportunity to build in-house capabilities through strategic partnerships. In a landscape of macro uncertainty and evolving fundraising dynamics, direct investments offer an alternative pathway to deploy capital with greater visibility and alignment.

THEOREM identifies and sources direct investment opportunities for institutional investors, including joint ventures and co-investments, by leveraging our global network and structured sourcing strategies. Our approach combines proactive outreach, rigorous screening, and deep market intelligence to surface high-potential opportunities that align with your strategic objectives and governance preferences.
 

Global network and ecosystem access: We leverage our extensive, on-the-ground relationships across sovereign wealth funds, endowments, pension funds, family offices, corporate sponsors, operators, and co-investors worldwide. This network provides early visibility into proprietary deal flow, off-market opportunities, and collaboration possibilities that are not available through conventional channels.
 

Proactive deal origination: Our team conducts targeted market scans, sector and regional mapping, and relationship cultivation to identify potential co-investment and joint-venture opportunities before they reach the broader market. We track growth vectors, technology adjacencies, and strategic partnerships that could yield durable value.
 

Sponsor and operator engagement: We engage with leading private market sponsors and operating partners to understand their pipelines, capital needs, and co-investment criteria. Through structured dialogues, we identify alignment opportunities where our clients can participate directly.
 

Regional and sector specialization: We engage and sector-focused sourcing teams who bring deep local knowledge, regulatory context, and connectivity to relevant operators and co-investors. This enables precise targeting of opportunities in healthcare, technology, infrastructure, energy transition, and other strategic themes.