Investment Criteria

 

Seven East focuses on the operating businesses that we have either dealt with or been the end customer of in our other two businesses.

 
 

Facility & Infrastructure Services

Seven East’s background is in facility and residential services, on the basis that we deal with site prep, sewer & water infrastructure, building products, and facility maintenance businesses through the development and ownership of multifamily properties.

As the AI infrastructure wave appeared, Seven East made the decision to actively pursue businesses that look most similar to the businesses we have pursued historically, across manufacturing, distribution, and recurring maintenance, on the basis that we could continue to be a value-add partner at the board level.

We are currently targeting investment in the following segments:

  • Behind-the-meter power generation (manufacturers)

  • Maintenance of power generation assets (gas turbines, solar farms, batteries, wind turbines, hydropower, etc.)

  • Parts replacement for power generation assets

  • Sales & maintenance of backup power assets (UPS & generators)

  • Maintenance of all components of the electric grid

  • Manufacturer’s representatives and distributors (working on behalf of Schneider, Eaton, etc.)

  • IT Asset Disposition

High End Consumer

The top 10% of U.S. earners account for more than 49% of all consumer spending as of CY 2025, up from 43% in 2020. In absolute terms, the spending of the top 10% grew 62% from 2020 to 2025 according to Moody’s.

Seven East has a narrow focus on the businesses that capture this ever-increasing spend. While not an exhaustive list regarding our coverage, we are actively pursuing investments in the following sectors under this thesis:

  • First & Second Homes (New Construction & Renovation-Exposed Product & Service Businesses)

  • Luxury Automobiles (New / Restomod Manufacturers + Auto Storage)

  • Boat Manufacturers

  • Multi-Unit Concepts (Fitness / Early Education / Golf / etc.)

Geography

  • Continental U.S.

Transaction Profile

  • Minority Stake, Majority Stake, or Full Buyout

  • Investing debt with warrants, preferred equity, and / or common equity

EBITDA Range

  • $2M - $50M

Hold Period

  • Opportunistic: Open to short- and long-term hold periods.

  • Not a default long term holder of assets as associated with the typical family office.