Photo copyright Timothy Allen
We invest in special situations which we define as investment opportunities providing exceptional return potential (IRR 25%+, >1.5x) with a defined exit.  These are generally credit positions where the investor is prepared to sell at a discount or where a high interest rate is achievable owing to special circumstances, but may include equity.  These opportunities are available for reasons including:
  • Impact and DFI investors may have become tired of the position, especially if there has been a restructure, and they want to deploy capital elsewhere;
  • Many investors have limited operational experience and don't want to get into the detail of really understanding the company's prospects;
  • A borrower needs money quickly because, for example, another facility has fallen through or a short-term business opportunity has arisen which requires cash and current shareholders or lenders are unable to obtain approvals quickly.
  • A shareholder needs cash or wants to exit ahead of a listing or sale of the company.

Examples of transactions we've invested in include:
  • Purchase of a loan to a financial institution by impact and DFI lenders at a 30% discount.  A loan extension was needed but the lenders did not want to extend.  The loan is current and will be repaid on schedule.
  • Purchase of equity in a fertiliser business in Africa with an exit in progress.
  • Purchase of equity in a nutraceuticals business in North Africa from a selling shareholder requiring liquidity.

Current (May 2026) opportunities include:
  • Purchase of a USD 3.5m loan to an agribusiness from an impact seller at a discount.  The loan requires extension and the seller wishes to redeploy capital.  Mbuyu Capital will co-invest.
  • Others are in progress.

​Please get in touch with Michiel Timmerman, Managing Partner, via email if you would like further information.