Investment Philosophy taycoracapital March 13, 2023

Investment Philosophy

Investment markets change quickly and Taycora Capital is a nimble investment firm, able to take advantage of changing markets. Our background and history in the brokerage business provides Taycora Capital with reliable, daily market feedback, helping to target and drive the micro-market investment approach. 

Competitive advantage

Institutional Approach

Taycora focuses on operating as an institutional level operator within the lower middle market.

Capital Preservation Focus

As a self-funded entity Taycora Capital has an underwriting focus of capital preservation and conservatism that will not change.

Diverse Background

Taycora Capital has experience across the spectrum of investment from capital raising, to deal sourcing, and a history in asset operations.

In-Market Partnerships

Taycora Capital is highly focused in specific markets allowing a diverse network of partnerships and contacts to blossom and provide strategic opportunities to the firm.

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Micro Market Focused

Focus on specific neighborhoods and areas within the subject market.

Market knowledge provides insight into growth trends and up and coming areas.

Micro markets have the potential to outgrow the broader market and better withstand general market headwinds.

Personal Capital Approach

Taycora Capital began as a self funded entity and maintains the same underwriting standards.

Focus is on capital preservation and general conservatism to all underwriting.

Personal approach impacts underwriting beyond financial to also consider governance and partner considerations when underwriting opportunities.

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Nimble Investment Focus

Taycora Capital has the ability to quickly integrate market information into the decision making process.

The small investment team is able to quickly synthesize insights and quickly find and validate market dislocations.

The ability to quickly intake information and identify trends in the focused geographic footprint provides

Key Strategic Partnerships

Taycora Capital has strategic partnerships with local developers throughout the target markets, providing insight into sights and opportunities not broadly available.

Sister company, Taycora Advisors, provides daily market insight across the southeast as buyers and sellers provide market views.

Operationally, Taycora Capital has management partnerships in addition to internal experience at the firm in property management.

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