Investment Policy

Sunrise Capital Investment Policy

  • “Joint venture” type investment sharing success and risks and a common destiny co-investing alongside portfolio company owners and management

  • Providing support beyond “hands-on” through a “body-on” approach, deeply committing to portfolio companies with passion

  • Targeting an optimal exit strategy envisioning future growth, aligning interests with portfolio companies

Investment Approach

  • Investment Themes

    • Business Succession
    • Divestiture of Non-core Businesses (Carve-out)
    • Public-to-private

  • Investment Target

    • No restrictions on business segments including industries and types of businesses.
    • Foreign businesses lacking revenues from Japan are out of scope.

  • Investment Size

    • Minimum EBITDA of JPY8 million will be taken into consideration.
    • Enterprise value of JPY10-50 billion. However investment opportunities both smaller and larger may also be considered.
    • No minimum size requirements in the case of follow-on acquisitions by existing portfolio companies.

  • Corporate Governance and ESG

    • Minimum share ownership requirement of 51%. (majority investments only)
    • We recognize the importance of ESG, and will provide support factoring in proper ESG considerations.

Value-add Approach

Business Expansion and Management Infrastructure Enhancement Support. Expansion Support+Operational Improvement+Streamlining of Processer and Infrastructure+IPO

capital support initiatives

  • Track Record of Past
    Value-add Approach
  • Synergies with
    Portfolio Companies
  • Professional Network
  • M&A
  • Financial Resources