strategy

THE GDA LUMA DIFFERENCE

Capital Solutions for Complex Situations: With a focus on distressed-for-control and special situations investments, GDA Luma seeks opportunities with significant asymmetric risk-reward potential in North American and European markets, leveraging upside catalysts such as cost-saving initiatives and technological advancements.

 

Value-Focused / White Knight Approach: We collaborate with management teams and stakeholders to target recapitalizations, restructurings and operational turnarounds.

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Value Oriented

Prioritize Downside Protection With Asymmetric Risk-Return Profile

  • Target over-collateralized senior debt at meaningful discount to intrinsic value and below liquidation value
  • Gain control or significant influence through purchase and restructuring of senior debt positions
  • Optimize business plan working with management/stakeholders and act as white knight
  • Create low-cost, asymmetric risk-return positions in transformative businesses
    Enable outsized returns with ongoing focus on monetizations
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Sector Focused

Target Sectors with High Growth Potential.

  • Invest in media & entertainment, telecom, technology, banking & financial services, hospitality & leisure, pharma/healthcare, and consumer.
  • Long history of successfully completing numerous investments in all targeted sectors.
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Specialized Expertise

Unlock Value by Navigating Legal, Structuring, and Operating Complexity.

  • Pursue companies where there is added complexity to the recapitalization and restructuring process
  • Lead and organize creditor groups.
  • Significant opportunity with CLOs, regional banks, and sponsors who face portfolio constraints.
  • Restructuring expertise is uncommon for most middle market-focused private equity firms
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Below Radar

Focus on Middle Market Special Situations.

  • Identify companies with sound business models, leading market positions/brands, and history of profitability now impacted by excessive leverage or business and/or market changes
  • Target investments of $50 to $150 million, prioritizing LP co-invest on investments above $100 million
  • Proprietary network enables GDA Luma first-look access
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UPSIDE CATALYSTS

Emphasize Operational Excellence, ESG and Digital Implementation.

  • Enhance operating efficiencies, improve capital allocation, rationalize costs, implement growth initiatives, and boost competitiveness via changes in strategy, technology systems, and governance
  • Proven, tenured history of operational and technological business transformation
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Investment Criteria

  • Solid businesses with strong market presence facing financial or operational challenges

  • Flexible investment opportunities across capital structure

  • Long-term investment commitment
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Specialized Expertise

  • Focused on unlocking value in complex recapitalization and restructuring scenarios. We specialize in leading creditor groups, partnering with CLOs, regional banks, and sponsors facing structural challenges.

  • Sector Dedication and Expertise: We target sectors with high growth potential, including media & entertainment, telecom, technology, hospitality & leisure, pharma/healthcare and consumer discretionary, supporting businesses through the transition from old technologies into the digital world.

  • Strong Reputation and Network: With over a century of combined experience in global restructurings, turnarounds and transformations, GDA Luma’s senior team brings unparalleled expertise to the table.
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Value Added Strategies

Backed by a solid track record, we excel in collaborative efforts with management teams and stakeholders. Our operations-driven approach, combined with strategic technology utilization, drives operational efficiencies, and fosters innovation across our portfolio companies.