Perot Investments

About The Fund

Perot Investments, operating through Petrus Asset Management, is a family investment firm that closely partners with business owners and management teams to deliver long-term capital and support. Firmly grounded in the Perot family's robust legacy of entrepreneurship and business success, the firm offers a unique blend of decisiveness, perseverance, and flexibility, which together creates a strong foundation for businesses to prosper and make meaningful contributions to their communities. Originating from the Perot family's roots in Texarkana, Texas, the influence of Ross Perot—the founder of Electronic Data Systems (EDS) which essentially birthed the IT services sector—is foundational to the company's ethos. In leveraging Ross Perot's vision, the firm has continued to thrive under the leadership of Ross Perot, Jr., venturing into various investments and company formations, including Perot Systems and leading real estate entity Hillwood. Perot Investments engages in acquisitions with a majority ownership interest, particularly targeting mid-market companies in the United States, and provides a combination of equity and debt capital. They focus on key transition events for those businesses such as management buyouts, corporate divestitures, and recapitalizations. With an investment thesis that is flexible and patient, supported by a generational time horizon perspective, they can invest across the capital structure in ventures at different stages of the life cycle, including Series A and Seed funding stages, particularly in the fields of IT and mobile applications as part of the broader TMT sector. Their partnership approach is evidenced by testimonials from CEOs and managing directors across different companies who have attested to Perot Investments' value addition in various aspects like strategic planning, operational support, financial management, key hiring, and providing a steadfast source of capital and guidance, thereby upholding a legacy of creating enduring value and fostering growth.