Rebuilding Shareholder Value From the Inside Out
Rebuilding Shareholder Value From the Inside Out
Rebuilding Shareholder Value From the Inside Out
Unlocking intrinsic value across
global public markets
Unlocking intrinsic value
across global public markets
$15T
$15T
Trapped capital in
global markets
Trapped capital in
global markets
30%+
30%+
Target IRR
investment strategy
Target IRR
investment strategy
60–90
60–90
Days from
term sheet to close
Days from
term sheet to close
$15T
Trapped capital in global markets
30%+
Target IRR
investment strategy
60–90
Days from
term sheet to close
The Challenge
The Challenge
When a Sound Balance Sheet Isn't Enough
When a Sound Balance Sheet Isn't Enough
When a Sound Balance Sheet Isn't Enough
When a Sound Balance Sheet Isn't Enough
Smaller publically listed companies often face structural headwinds
Smaller publically listed companies often face structural headwinds
Smaller publically listed companies often face structural headwinds
Smaller publically listed companies often face structural headwinds
01
01
01
Persistent NAV Discount
Persistent NAV Discount
Market prices may not fully reflect underlying balance sheet value
Market prices may not fully reflect underlying balance sheet value
Market prices may not fully reflect underlying
balance sheet value
02
02
02
Limited Exit Options
Limited Exit Options
Strategic buyers rarely focus on smaller
companies
Strategic buyers rarely focus on smaller
companies
Strategic buyers rarely focus on
smaller companies
03
03
03
Ongoing Cash Burn
Ongoing Cash Burn
Public company costs erode capital when growth catalysts are unclear
Public company costs erode capital when growth catalysts are unclear
Public company costs erode capital when
growth catalysts are unclear
04
04
04
Illiquid Shareholder Base
Illiquid Shareholder Base
Thin trading liquidity limits shareholder exit opportunities
Thin trading liquidity limits shareholder exit opportunities
Thin trading liquidity limits
shareholder exit opportunities
Conventional Options
Conventional Options
Conventional Options
Conventional Options
Stay Listed
Stay Listed
Ongoing compliance costs, declining strategic options
Ongoing compliance costs, declining strategic options
Seek a Buyer
Seek a Buyer
Strategic interest is low and rare; process is long and uncertain
Strategic interest is low and rare; process is long and uncertain
Wind Down Assets
Wind Down Assets
Disorderly, tax-inefficient, difficult to achieve fair value for shareholders
Disorderly, tax-inefficient, difficult to achieve fair value for shareholders
Reverse Merger
Reverse Merger
Introduces unknown counterparty risk; board and shareholder approval is complex and uncertain
Introduces unknown counterparty risk; board and shareholder approval is complex and uncertain
Rather than choosing from these options, Altuva offers a board-friendly merger solution.
Rather than choosing from these options, Altuva offers a board-friendly merger solution.
Rather than choosing from these options, Altuva offers a board-friendly merger solution.
Rather than choosing from these options,
Altuva offers a board-friendly merger solution.
The Advantage
The Advantage
Certainty, Speed, and a True Partnership
Certainty, Speed, and a True Partnership
Certainty, Speed, and a True Partnership
When your balance sheet holds more value than the market recognizes,
Altuva offers a path to realize it.
When your balance sheet holds more value than the market recognizes,
Altuva offers a path to realize it.
When your balance sheet holds more value than the market recognizes,
Altuva offers a path to realize it.
When your balance sheet holds more value than the market recognizes,
Altuva offers a path to realize it.
For The Board
A Friendly, Board-Supported Process
Fully collaborative approach
Preserves corporate legacy
Minimized litigation risk
For The Shareholders
Immediate Value for Shareholders
Premium to current price
Clean exit for exiting holders
Tax-efficient transaction
Long Term
Upside as an Altuva Partner
Retain exposure to growth
Institutional management
Diversified risk profile
Your shareholders don't have to choose between cashing out and staying invested.
With Altuva, they do both.
Your shareholders don't have to choose between cashing out and staying invested.
With Altuva, they do both.
Your shareholders don't have to choose between cashing out and staying invested. With Altuva,
they do both.
Your shareholders don't have to choose between cashing out and staying invested. With Altuva, they do both.
Our Team’s Pedigree
Our Team’s Pedigree
Our Team’s Pedigree
Our Team’s Pedigree
We are experts in unlocking value from balance sheet optimization and complex capital structures, providing customized solutions through fundamental insight, steadfast vision, and execution excellence.
We are experts in unlocking value from balance sheet optimization and complex capital structures, providing customized solutions through fundamental insight, steadfast vision, and execution excellence.
We are experts in unlocking value from balance sheet optimization and complex capital structures, providing customized solutions through fundamental insight, steadfast vision, and execution excellence.
why it matters
why it matters
why it matters
why it
matters
The global public markets are vast, complex, and shaped by rules and structures that can leave value overlooked or idle.
The global public markets are vast, complex, and shaped by rules and structures that can leave value overlooked or idle.
The global public markets are vast, complex, and shaped by rules and structures that can leave value overlooked or idle.
Our Framework
Our Framework
Ways to work with us
Ways to work with us
Ways to work with us
1
2
3
Full Partnership
Management and shareholders exchange equity for Altuva shares and participate fully in the platform
Ideal for: Founders and boards seeking clean transition with long-term upside
1
2
3
Full Partnership
Management and shareholders exchange equity for Altuva shares and participate fully in the platform
Ideal for: Founders and boards seeking clean transition with long-term upside
Downside-first
Mindset
Downside-first Mindset
Downside-first
Mindset
We focus on transactions where asset backing provides a durable floor, regardless of market conditions.
We focus on transactions where asset backing provides a durable floor, regardless of market conditions.
We focus on transactions where asset backing provides a durable floor, regardless of market conditions.
We focus on transactions where asset backing provides a durable floor, regardless of market conditions.
Long-Term
Orientation
Long-Term Orientation
Long-Term
Orientation
We build a non-cyclical returns profile that strengthens with each acquisition.
We build a non-cyclical returns profile that strengthens with each acquisition.
We build a non-cyclical returns profile that strengthens with each acquisition.
We build a non-cyclical returns profile that strengthens with each acquisition.
Speed and
efficiency
Speed & efficieny
Speed & efficieny
Repeatable processes and proprietary systems keep transaction costs low and timelines short.
Repeatable processes and proprietary systems keep transaction costs low and timelines short.
Repeatable processes and proprietary systems keep transaction costs low and timelines short.
Repeatable processes and proprietary systems keep transaction costs low and timelines short.
we believe
we believe
we believe
we
believe
the next great wave of value creation is hiding in plain sight, inside the balance sheets of undervalued public companies.
capital recycling will become the dominant investment strategy of the late 2020s, just as private equity defined the 1980s-2000s and venture capital defined the 2010s.
the next great wave of value creation is hiding in plain sight, inside the balance sheets of undervalued public companies.
Partner With Us
Partner With Us
Partner With Us
Restoring shareholder value in underserved global markets through NAV-backed protection and structured upside in all deals.
This is a new asset class defined by structural arbitrage, rapid monetization, and asymmetric reinvestment.
Restoring shareholder value in underserved global markets through NAV-backed protection and structured upside in all deals.
Restoring shareholder value in underserved global markets through NAV-backed protection and structured upside in all deals.
Restoring shareholder value in underserved global markets through NAV-backed protection and structured upside in all deals.
Restoring Investor Value Through Capital Recycling
Unlocking intrinsic value
across global public markets
We are the
first capital recycler of the world's $150+ trillion
public markets.
Grounded in special situations and backed by experience from Blackstone, Apollo, Oaktree, Elliott, and McKinsey, we’re pioneering a new investment model designed to compound.
$15 Trillion
in Trapped Capital
Across global public markets, 10% of all capital sits trapped inside companies earning negative real returns.
Where it exists
Cash shells trading
at or below cashMicrocaps
30-60% below net cashHolding companies at
20-65% discountsOrphaned assets
50-80% below value
Why it exists
No existing investor type is designed to
optimize capital itself.
Private equity optimizes operations.
Venture capital optimizes growth.
Hedge funds optimize trading.
