Our funds are built on a foundation of asset-based financing to carefully selected companies in equipment-heavy industries including medical, agricultural, energy, environmental, manufacturing, technology and transportation. By providing companies the strategic financing they need to grow, we create alternative investment options which help balance highly-correlated portfolios. Our focus is to invest in business-essential, revenue-producing or cost-saving assets with high in place value. Because our investment strategy is not tied to the stock, bond, real estate, or commodities markets and each investment by the program is secured by equipment or other assets, our non-correlated funds serve as a strong complementary addition to traditional portfolios.
With experienced performance as a lender we conduct extensive due diligence on all transactions prior to investing, and consistently leverage our expertise with well-known equipment, vendors, and manufacturers to foster strong relationships and repeat customers.
Source: Equipment Leasing and Finance Association Survey of Equipment Finance Activity 2020
Each investment opportunity goes through an extensive three-tiered due diligence as a part of the acquisition process.
Transactions are sourced through our internal deal sourcing team and long standing industry partnerships with originators, investment banks and product vendors. Arboretum IA seeks to originate transactions that focus on business- essential, revenue-producing or cost saving assets with high in-place value.