PHT Investment Group's Groundbreaking $500 Million Fund
PHT Investment Group Launches a $500 Million Fund
PHT Investment Group, LLC has made headlines by introducing its inaugural investment vehicle, known as the PHT Growth Fund, LP. This substantial fund, amounting to $500 million, is dedicated to revolutionizing the fresh produce supply chain in the United States.
Attracting the Right Investors
The fund is strategically designed to appeal to a diverse array of investors. This includes high-net-worth individuals, family offices, and institutional investors who are keen on impacting food infrastructure and sustainability. The focus is not just on returns but also on creating a positive social impact.
Proven Leadership and Growth
Leading this initiative is Jim White, PhD, the Founder and CEO of PHT. Under his leadership, the company's operating entities have experienced remarkable growth, achieving 247% revenue increase and 220% EBITDA growth from 2017 to 2024, all without external financing. This impressive track record underscores PHT's capability to enhance logistics, cold storage, and related technologies in the produce industry.
Investor Advantages and Opportunities
For potential investors, the fund presents a compelling value proposition:
- Attractive Returns: The fund aims for a 20-25% IRR coupled with a 2.5-3.0x MOIC.
- Resilient Sector Focus: Investors will contribute to the modernization of essential infrastructures crucial for food security and ESG initiatives.
- Strategic Expansion Locations: While the fund has its sights set on multiple strategic hubs, its operational focus is on enhancing the supply chain in key areas.
Exclusive Anchor Investor Benefits
The fund provides unique opportunities for anchor investors who commit between $50-100 million:
- Reduced Management Fees: Anchor investors will enjoy a management fee of just 1.25% instead of the standard 2%.
- Lower Carry Rates: The fund's carry is limited to 12.5%, compared to the usual 20%.
- GP Participation: Investors will secure a 20% share of GP economics for seven years, with buyback options available.
- Co-Investment Opportunities: Investors gain access to co-investment rights at cost, incurring no additional fees.
- Governance Involvement: As a member of the LP Advisory Committee, investors will participate in ESG and impact discussions.
- Recognition: Anchor investors will be recognized as leaders in the sector, enhancing their reputational capital.
Jim White remarked, "Our inaugural fund serves as a transformative platform aimed at reducing food waste while enhancing infrastructure. It generates sustainable value for both investors and the communities they serve."
Fund Overview and Commitment Details
The PHT Growth Fund, LP has clearly defined terms for potential investors:
- Target Size: $500 million and an initial close of $50-100 million is sought through limited partner commitments.
- Minimum Investment: Investors are required to commit a minimum of $2 million.
- Standard Terms: The fund operates with a management fee of 2% and a carry of 20%.
Contact Information
For additional inquiries, reach out to Jim White, PhD, at 831-236-8176. He is more than happy to provide further insights into this groundbreaking initiative.
Frequently Asked Questions
What is the purpose of the PHT Growth Fund, LP?
The fund aims to transform and modernize the fresh produce post-harvest supply chain in the U.S.
Who can invest in the PHT Growth Fund?
The fund is open to high-net-worth individuals, family offices, and institutional investors looking for impactful investment opportunities.
What are the expected returns from the fund?
The fund targets a 20-25% internal rate of return (IRR) with a 2.5-3.0x multiple on invested capital (MOIC).
How does the fund contribute to sustainability?
Investing in the fund supports essential food infrastructure aimed at reducing waste and enhancing the efficiency of the fresh produce supply chain.
Who leads the PHT Growth Fund?
The fund is led by Jim White, PhD, who has a proven track record of significant revenue and EBITDA growth within the company.
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