Equity Group Investments

Equity Group Investments, known as EGI, is a private investment firm founded by Sam Zell and financed with his capital. It tends to look at assets other investors have passed over, often because the situation is complicated. It uses its own staff and contacts to work out restructurings and turnarounds.

Products and services

• Complex-situation investing: deals other buyers have bypassed.
• Active ownership: senior professionals work with portfolio management, sometimes two or three levels into a company.
• Long-term holdings: a preference for products and services expected to be needed for decades.

Who it works with

Private companies in any industry and region. Recent announcements include an exit from a cross-border pedestrian bridge and an investment in a Midwest truck sales and service group.

Key facts

• Founder: Sam Zell
• Approach: industry agnostic, driven by a macro view of demographics, supply and demand, and legislation
• Alignment: every senior investment professional commits personal capital to each deal