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XYZ K12 SCHOOL HOLDING COMPANY-
SYNDICATED INVESTMENT MODEL
Definition
Syndicated Investment:
A group of financial investors formed together to invest in a single project and to work
toward a common goal and to achieve synergy in profit, efforts and results.
Virtus K-12 School Holding Company
XYZ K12 School
Holding Company
Syndicated
Investors
Invest capital
Financial Investor 6-
Management
Company
Financial
Investor 1
Receives dividends &
distributions
Financial
Investor 3
Financial
Investor 2
Financial
Investor 5
Financial
Investor 4
Virtus K12 School vision, mission and core values
Our vision:
Our mission:
Our core values:
•
Virtus K-12 School Holding Company
Objectives
 To
Virtus K-12 School Holding Company
Investment in a particular school
School
Property
Ownership
Company
School
Operations
and
Management
Company
School
XYZ K12 School
Holding
Company
Virtus K-12 School Holding Company
Management
Company
Incentive distribution upon
performance & receives
dividends & distributions
Invest capital
Receives dividends &
distributions
Management/
Invest capital
Syndicated
Investors
THANK YOU
Virtus K-12 School Holding Company

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Syndicated investment model

  • 1. XYZ K12 SCHOOL HOLDING COMPANY- SYNDICATED INVESTMENT MODEL
  • 2. Definition Syndicated Investment: A group of financial investors formed together to invest in a single project and to work toward a common goal and to achieve synergy in profit, efforts and results. Virtus K-12 School Holding Company XYZ K12 School Holding Company Syndicated Investors Invest capital Financial Investor 6- Management Company Financial Investor 1 Receives dividends & distributions Financial Investor 3 Financial Investor 2 Financial Investor 5 Financial Investor 4
  • 3. Virtus K12 School vision, mission and core values Our vision: Our mission: Our core values: • Virtus K-12 School Holding Company
  • 4. Objectives  To Virtus K-12 School Holding Company
  • 5. Investment in a particular school School Property Ownership Company School Operations and Management Company School XYZ K12 School Holding Company Virtus K-12 School Holding Company Management Company Incentive distribution upon performance & receives dividends & distributions Invest capital Receives dividends & distributions Management/ Invest capital Syndicated Investors
  • 6. THANK YOU Virtus K-12 School Holding Company