INVESTMENT MANDATE 

MANDATE OVERVIEW

We invest across sectors and structures where we can establish alignment, apply operational insight, and deploy capital with a clear path to value creation.

Our activities include:

• Direct investments in operating companies

• Strategic minority positions

• Joint ventures and partnerships

• Structured capital solutions

• Real asset-backed platforms

• Public-private initiatives

We focus on opportunities where capital is paired with governance, structure, and execution.

TARGET SECTORS

We concentrate on sectors where we maintain domain expertise and strategic advantage:

• Digital Assets & Financial Infrastructure

• Energy & Natural Resources

• Real Estate & Infrastructure

• Industrial & Manufacturing

• Private Equity & Growth Investments

• Public-Private Partnerships

We remain opportunistic in adjacent sectors where strong alignment and compelling economics exist.

INVESTMENT STRUCTURES

We deploy capital through structures tailored to each opportunity:

• Control acquisitions

• Strategic minority investments

• Joint ventures and co-investments

• Structured equity and hybrid instruments

• Project-level financing

• Asset-backed and revenue-linked structures

Our flexibility enables alignment across a range of counterparties and capital needs.

GEOGRAPHIC FOCUS

Headquartered in the United States, Roberto Marco, LLC invests globally, with a focus on regions offering strong fundamentals, resource access, and long-term growth potential.

Primary areas of focus include:

• North America

• Latin America

• Europe

• GCC

• Select emerging and frontier markets

PARTNERSHIP CRITERIA

We partner selectively with operators, institutions, and stakeholders who demonstrate:

• Proven execution capability

• Strong governance and transparency

• Alignment with long-term value creation

• Institutional discipline and mindset

• Ability to operate at scale

Alignment is a core driver of all investment decisions.

INVESTMENT PRINCIPLES

Long-Term Orientation - We deploy capital with multi-year horizons focused on enduring value.

Ownership Mindset - We prioritize control or meaningful influence where appropriate.

Structured Capital Discipline - Each investment is tailored to optimize risk, return, and alignment.

Operational Involvement - We engage where our experience and network enhance outcomes.

Risk Management - Governance, structure, and transparency are embedded from inception.

WHAT WE DO NOT PURSUE

To maintain discipline and focus, we do not pursue:

• Short-term or trading-oriented strategies

• Passive, non-strategic allocations

• Opportunities lacking governance or transparency

• Situations without clear alignment of incentives

CLOSING

Selective Capital for Strategic Opportunities - Roberto Marco deploys capital in a measured and disciplined manner, focusing on opportunities where ownership, structure, and execution create long-term, sustainable value.

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