Mutual companies’ limited access to long-term, equity capital can hold them back from realizing their potential

Our flexibility includes investing in mutual companies, MHCs, mutual groups and joint ventures with mutuals as well as acquiring businesses from mutuals and funding conversions.

We can add value to companies that are financially strong as well as those that can benefit from increased capital. Access to capital is important and an element in ratings.

Mutual companies are special

Our understanding of the unique characteristics of mutual companies is a foundation of our investments.

Opportunities for collaboration

Many mutual companies were founded by teams and have developed in part through mergers, affiliations and acquisitions over time. We see the value in supporting collaboration and association with other mutuals.

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