Tactical Opportunities

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Flexible capital for investment into private businesses and idiosyncratic opportunities.

We view the investment into growing companies as an all-weather strategy. However, timing matters in private equity, both in terms of fund vintage and in the life cycle of industries and are therefore very temporally-aware. We have also found that our participation is best described as opportunistic and tactical – but always settles in our view of investing in the “real economy” and testing all prospective investments against that belief system.

Altera's Tactical Approach

Differentiated by nature

We make investments that traditional investment strategies either do not or cannot. These investments are differentiated and assist in delivering portfolios with less correlation and lower volatility.

Under-the-radar by design

Whether we are accessing a secondary, making a direct fund commitment, or co-investing alongside a proven partner, we stick to what we know. In our case that means navigating the opportunities and challenges of the lower middle market. There is a large body of research that points to the outsized return potential of the lower middle market and the factors that lead to capturing value here.

No mandate by necessity

We take an unconstrained approach to our analysis of potential opportunities. Sometimes it starts with a macro view on an industry or sector, and sometimes we are introduced to an opportunity idiosyncratically. The one commonality across our approach to private equity investing is finding expert partners and holding them accountable to a standard of excellence

Open Funds: We currently have no open funds

Closed Funds:

Altera Level 5 PA, LLC

Private equity, roll‐up strategy within the health and wellness space


We are working with a proven leader in identifying and operating high‐growth consumer services brands, predominantly in the health and wellness space. This strategy combines the benefit of gaining exposure to strong macro consumer trends with operationally minded managers.

Altera Big Blue PA, LLC

Growth equity strategy within the swim school space


This vehicle gains exposure to Big Blue Swim School – Big Blue has reinvented the way swim lessons are taught and the way customer progress is tracked. The manager has identified that Big Blue Swim School is well positioned for a franchisor / franchisee business model and is launching a national franchise platform with the goal to sell 300 – 500 franchise units over the next 7 years.


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Investing involves risk, including possible loss of principal.

This website is for professional investors only. Carefully consider investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Private Placement Memorandums or, if available, any Fund Prospectuses, which may be obtained upon request. Read all offering materials carefully before investing.

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