Vistria Group
The Vistria Group, founded in 2013, is an investment firm focusing on essential industries such as healthcare, knowledge & learning solutions, financial services, and housing, aiming to deliver both financial returns and societal impact.
Company History
The Vistria Group was founded in 2013. Since its inception, the company has focused on investing in essential industries such as healthcare, knowledge & learning solutions, financial services, and housing. The Vistria Group launched its Flagship Equity Funds in 2014, targeting U.S. middle-market companies with $10-$100 million in EBITDA. Over the years, the firm has expanded its investment portfolio and fund offerings, including the Structured Credit Fund in 2021 and the Housing Fund in 2023.
Investment Sectors
The Vistria Group focuses its investments on four primary sectors: healthcare, knowledge & learning solutions, financial services, and housing. By targeting these essential industries, the company aims to create both financial returns and lasting societal impact. The company's portfolio includes various companies within these sectors, and it emphasizes job creation, active citizenship, and positive outcomes for all stakeholders.
Flagship Equity Funds
The Vistria Group's Flagship Equity Funds were launched in 2014. These funds specifically target U.S. middle-market companies with $10-$100 million in EBITDA. The investments primarily focus on sectors like healthcare, knowledge & learning solutions, and financial services. The Vistria Group collaborates closely across teams for sourcing, diligence, underwriting, and investment monitoring to ensure effective management of these funds.
Structured Credit Fund
In 2021, The Vistria Group launched its Structured Credit Fund. This fund invests in senior and junior debt tranches and preferred equity. The main objective of the Structured Credit Fund is to generate an attractive risk-return profile through a mix of current income and long-term capital appreciation. The credit team collaborates with the Flagship team to ensure comprehensive investment sourcing and diligence.
Housing Fund
The Vistria Group introduced its Housing Fund in 2023. This fund targets investments in affordable, workforce, and mixed-income housing. As the first open-ended real estate fund by The Vistria Group, it aims to address supply constraints in the U.S. residential market. The investments are strategically important for the long-term economic success of the United States and are aligned with the company's vision of delivering attractive financial returns while advancing social issues.