An African holding company. A long-term perspective.Stewardship & governance
EMBO SOTHOHOLDINGS

Our approach

Build for usefulness.
Think for the long term.

Our investment perspective starts with a real economic need, a credible business model and the capabilities required to deliver.

Purpose is the starting point.
Discipline is the work.

Being present in a promising sector is only the beginning. A business needs a defined customer, a useful offering and a practical route to delivery.

Our approach is to consider commercial demand, technical feasibility, execution requirements and long-term obligations together.

How we assess opportunities

Four questions that shape our thinking.

01

Is there a clear need?

Identify the customer, the problem and the reason a customer would choose this offering.

02

Can the business deliver?

Consider the team, technical evidence, operating requirements and partners needed to fulfil its commitments.

03

Do the economics hold?

Assess capital needs, cash generation, working capital and the effect of adverse assumptions.

04

Can the value endure?

Look at safety, environmental obligations, governance, resilience and the relationships needed for long-term operations.

Connected capabilities

Collaboration must
earn its place.

The portfolio spans several parts of an industrial project’s lifecycle. Collaboration can be useful where it improves a real outcome.

Any collaboration should have a defined scope, a clear commercial basis and appropriate technical review. Shared group membership does not replace competitive evaluation or the responsibilities of the contracting business.

Explore the portfolio

Build with a long-term view

Good businesses begin
with a real need.

Explore a partnership