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Our Approach: Perot Holdings

Investment Philosophy
We believe that our approach to long-term investing in the middle market is uncommon.  For holding company investments, we commit our capital with a singular focus on long term value creation in partnership with management. This commitment means that we do not concern ourselves with realizing liquidity over a pre-defined time period, and can provide capital to support a company's sustained growth - potentially for decades.

Investment Horizon
  • Not time dependent
  • Exits driven by management’s wishes and strategic context, not fund-related liquidity pressures
Alignment of Interests
  • Equity investments from our internal capital, not third parties
  • Long-term commitment to value creation
  • Focus on compatibility with our core values and full alignment of investor and management economic interests
  • Preserve and enhance unique business cultures that have fostered success
Financing and Capital Structure
  • Conservative use of debt financing
  • Access to follow-on capital to support growth initiatives 
  • Home
  • About Us
  • Perot Holdings
    • Our Approach
    • Investment Criteria
  • Private Investments
    • Our Approach
    • Investment Criteria
  • Our Team
For inquiries: info@perot.com
3000 Turtle Creek Blvd, Dallas, TX 75219
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