Our investment thesis
We founded DHH on the belief that web hosting and cloud computing industries in the emerging digital economies present one of the most attractive opportunities today. Our target industries and geographies are characterised by robust growth rate expected to continue in the future and availability of talent struggling to attract recognition. To capitalize on this opportunity we formulated a strategy that allows us to simultaneously gain expansion, achieve consolidation and foster innovation.
Expansion
We look to acquire top local web hosting and cloud computing players in its respective markets. Our preference goes to cash generating businesses with predictable growth, significant market share and a dedicated management team.
Consolidation
In markets where we already have a platform company, we are looking for add-on acquisitions with the objective of increasing platform’s market share.
Innovation
We look for smaller passionate teams with compelling and useful ideas, proven traction, and bold ambition. We prefer minority equity investments in companies with under 500k in turnover and over 50% in annual revenue growth, not strictly but closely related to our existing businesses.