Aruwa Capital Strategy Retreat 2025

Aruwa Capital Strategy Retreat 2025:

A Blueprint for Intentional Execution

At Aruwa Capital, excellence is engineered, not left to chance. This year, we took time to step back, refine our approach, and ensure our strategy is deliberate, data-driven, and execution-focused. Our annual Team Retreat & Strategy Session, held at The George Hotel, was not just about discussions—it was about ensuring that our objectives are clear, our KPIs are measurable, and our roadmaps are built for impact.

As we prepare for a pivotal year, this retreat allowed us to interrogate our investment strategy, revalidate and streamline our decision-making processes, and reinforce the execution discipline that defines Aruwa Capital.

Precision in Execution: Sharpening Our Focus for 2025

Aruwa Capital is driven by rigour, structure, and intentionality. This retreat allowed us to refine the values that will define our execution strategy in 2025:

The Macro & Market Context: Making Smarter Investment Decisions

A successful investment strategy starts with a clear understanding of market realities. We took a hard look at the macroeconomic landscape, sector trends, and emerging risks, ensuring that our decisions are informed, adaptive, and forward-looking. Beyond numbers, we analysed the structural shifts shaping private equity in Africa from technological advancements to regulatory developments and assessed how to position Aruwa for long-term resilience and defensiveness.

Investment Strategy & Process: Strengthening Decision-Making

A great investment thesis is only as strong as the discipline with which it is executed. This retreat reinforced our commitment to:

Refining our sector and sub sector focus and deal structuring to maximise impact and financial returns.

Streamlining our investment process—ensuring we continue to operate at global standards whilst meeting our firmwide objectives.

Our objective is clear: to invest with precision, back transformative businesses, and structure deals that drive sustainable value.

Portfolio Performance & Value Creation: Raising the Bar

At Aruwa Capital, value creation is a core pillar of our investment strategy. Beyond deploying capital, we take an active role in ensuring that our portfolio companies achieve sustainable growth, operational efficiency, and long-term profitability.

During the retreat, we conducted a data-driven review of our Fund I and Fund II portfolio—reassessing key performance indicators (KPIs) pre and post investment, identifying operational improvements, and aligning on strategic interventions to drive scale. As part of this process, we engaged with ESP, our technical assistance implementation partners to refine execution plans, ensuring that our prioritised initiatives translate into measurable impact. With a structured roadmap in place, we remain committed to delivering high-impact interventions that optimise performance, enhance value creation, and position our portfolio for long-term success.

Fund I Exit Strategy: Driving High-Value, High-Impact Exits

With our Fund I fully deployed into new investments, we examined how to strategically structure exits that not only deliver strong financial returns but also preserve the long-term sustainability of the businesses we have supported. Every exit decision will be methodical, strategically timed, and value-maximising, ensuring that our portfolio companies remain positioned for success even beyond our direct involvement.

External Perspectives: Insights from Industry Leaders

Beyond our internal reflections, we were privileged to have distinguished industry experts share their perspectives on execution, performance, and market dynamics.

Words of Wisdom with Mr Dotun Sulaiman (MFR)

Few people have witnessed the evolution of private equity and strategic investing in Nigeria & Africa like Mr Dotun Sulaiman—a key member of Aruwa Capital’s Investment Committee and Advisory Board.

With over four decades of investment experience, he took us through:

Lessons from his career—navigating complex investment landscapes

The principles of long-term, sustainable value creation

Key decision-making frameworks and lessons that separate exceptional investors from the rest.

DS as we fondly call him has been an integral part of our journey since our inception, and his insights reinforced the importance of long-term thinking, execution discipline, and the power of strategic patience.

Performance Optimisation with Dr. Abiola Salami

A high-performing business is driven by a high-performing team. In a deeply insightful session, Executive Coach Dr. Abiola Salami helped us assess the team’s dynamics, individual strengths, and collective efficiency by:

Understanding behavioural patterns that shape high performance.

Going through techniques for self-organisation and execution discipline.

Developing tools to enhance productivity and strategic clarity.

This session was a powerful reminder that sustainable success comes from structured, intentional performance management—both at an individual and organisational level.

Macroeconomic Outlook with Samuel Sule

Samuel Sule, CEO of Renaissance Capital Africa, provided a data-driven breakdown of the macroeconomic forces shaping investment in Nigeria—from policy shifts to market trends. This session helped us to:

Understand FX policies and their impact on investment capital.

Assess inflationary trends and economic stability.

Position our portfolios to thrive amid economic uncertainty.

Time to Execute!

The team is supercharged and armed with precise strategy, a streamlined process and key insights.

At Aruwa Capital, we don’t just invest—we build to create lasting impact. With a clear roadmap, structured and measurable KPIs to track our progress, and a relentless focus on execution, we are ready to deliver exceptional results in 2025.

Stay tuned as we bring our 2025 strategy to life.

#TeamAruwa