welcome to
PHT Opportunity Fund
A Qualified Opportunity Fund that makes strategic investments in QOZ communities.
who we are
our vision
We will be the leading Opportunity Fund Investment Firm, providing disruptive solutions and delivering competitive returns for our investors and stakeholders.
our mission
We will deliver predictable, sustainable, long-term value for our investors and stakeholders.
our values
WHAT WE DO
PHT Opportunity Fund provides our investors with disruptive strategies and trusted guidance. With cutting-edge investments like Opportunity Funds, investors need more than a one-size-fits-all approach. Working with PHT Opportunity Fund means getting our expert advice firsthand and working directly with our team to get a customized approach that fits your objectives.
Our team acquires companies, real estate and other assets in a variety of industries providing long-term, sustainable growth to the communities and companies, and delivering competitive returns to the investors and stakeholders.
With a bias toward projects that have the greatest potential to positively impact QOZ communities
OUR EXPERTISE
Our investment team focuses on investment projects in the following sectors:
AGRICULTURE
AGRICULTURE
MANUFACTURING
MANUFACTURING
REAL ESTATE
REAL ESTATE
TECHNOLOGY
TECHNOLOGY
LOGISTICS
LOGISTICS
EDUCATION
EDUCATION
PHT Opportunity Fund
INVESTMENT CRITERIA
Target Industries
Agriculture (Pre-cooling, Cold Storage, and Processing), Manufacturing, Logistics, Real Estate, Technology, Education
Size of Investment
$5 to $100 million of equity per investment
Transaction Types
Growth equity, buyouts, and recapitalizations
Typical Investment Period
OUR TEAM
At PHT Opportunity Fund, we have a highly regarded investment team responsible for our disruptive strategies and acquisitions.
With entrepreneurial roots planted by our Founder & CEO, our firm has developed extensive knowledge, experience, and industry networks. PHT Opportunity Fund is operated by an investment team with more than 60 years of combined experience in transformation and turnaround investing, professional consulting, and negotiating M&As within privately-held companies.
JIM WHITE, PHD
FOUNDER & CEO
Jim is also the founder of the customized yearlong, leadership and management transformation process, The Circle of Success; Jim White’s Classic Movie Series; and The Red Carpet Tour.
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These innovative events have attracted more than 100,000 participants worldwide, including Fortune 500 CEOs, management teams, entrepreneurs, governments, and trade associations.
Dr. White achieved international recognition as CEO of Blount World Trade Corporation, owner and Managing Director of ACEC Centrifugal Pumps NV, Belgium, and as Vice President and Division Manager of Ingersoll Rand Equipment Corporation. Throughout his career, he has bought, expanded, and sold 23 companies, operating in 44 countries. Jim acquires struggling businesses to revive and develop them into profitable enterprises using his business turnaround strategy. To date, Jim has generated more than $1.8 billion in revenue.
Jim White, PHT Opportunity Fund LP
CHRIS JACKSON
General Counsel
Chris Jackson holds a bachelors degree in Business from Cornell University and a J.D. from Loyola Law School. As COO, Chris brings more than 20 years of legal expertise to the team and leads business operations, finance, and development initiatives. He is responsible for deal flow management and driving the firm's strategic initiatives and enhancing the operational effectiveness of PHT Opportunity Fund's offerings. He has sophisticated knowledge in public and private M&A transactions, complex commercial contracts, and corporate and securities law matters. Chris has an extensive operations and financial services background, specializing in complex commercial contracts, mergers and acquisitions, supply and distribution contracts, real estate leases, and private placements.
JAKOB LEVISON
Business Development & Investor Relations
Jakob Levison holds a bachelor’s degree in Philosophy, Politics, and Economics from the University of Pennsylvania, where he was recruited to play Varsity Baseball. Prior to joining PHT Opportunity Fund, Jakob worked at Morgan Stanley Wealth Management, M&T Bank’s Management Development Program, and most recently BlockWorks Group – a fast-growing startup at the intersection of finance and blockchain technology. At BlockWorks Group, Jakob was responsible for generating new business opportunities in a Business Development capacity, before being promoted to lead Strategy and Operations. At PHT Opportunity Fund, he is responsible for Business Development and Investor Relations, where he drives new business and manages investor relationships.
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Jakob leverages his comprehensive Financial Services background and leadership experience to help fundraise for the Salinas Campus Project while communicating and working together with prospective and current investors in the Fund.
SCOTT KLEIN
Director of External Affairs
Scott Klein is a well regarded community activist and entrepreneur. Scott is a published author who hosts the popular "Get Down to Business" radio show in Chicago and serves as an Officer in the US Army Reserves, as well as the Chairman of the Village of Skokie Economic Development Commission. Scott is a doctoral candidate and holds a master's degree in non profit management. He is an active leader for the Employer Support of the Guard and Reserve (ESGR). As Director of External Affairs, Scott brings his extensive community relations, communications and management experience to PHT Opportunity Fund's portfolio to drive awareness and growth.
BUY-AND-BUILD INVESTMENT STRATEGY
our
SPECIALTY
We specialize in hands-on investments, careful asset and equity fund management, and long-term value creation.
WE COLLECT
INFORMATION
We become familiar with every asset, and company we are investing in – including its employees and stakeholders.
WE ARE
RESULT ORIENTED
We understand the company’s and community’s goals and how our investment will help it achieve its objectives.
WE CARE
ABOUT COMMUNITIES
We not only look at the investment opportunity but how the investment will impact the quality of life within the communities we invest.
We work with management teams and community leaders seeking to build value through these key objectives:
GROWTH
Accelerate growth through strategic investments. Enable companies and communities to take advantage of current market opportunities as well as investigate other potential business sectors within the QOZ.
CASH FLOW
Analysis of risk and profitability through cash flow statements and KPIs. Develop and plan strategies to enhance cash flow and support working capital management objectives.
