Principal Investment


Rubicon focuses on investing on mid-market firms in Europe and the US.

Rubicon focuses on investing on mid-market firms in Europe and the US, with an Enterprise value from $100 to $500m.Rubicon targets investments in the following sectors: Healthcare, Digital, Social Infrastructure and Green Energy, operating across all instruments / layers of the capital structure and primary financing and secondary market instruments.

Rubicon’s principal investment business, with its specialised focus, is a key aspect of our merchant banking strategy. Through our transaction origination activities and our relationship with our clients seeking wholesale capital opportunities, we are able to allocate principal balance sheet to select opportunities as equity, debt or hybrid instruments.

For alignment of interest when investing with our institutional equity partners, we provide balance sheet principal co-investment.