Excellent Capital

Excellent Capital is a single-family office established in 2014 by Simon Zhang, based in Newport Beach, California, with its corporate office located in Irvine. The firm is dedicated to generating significant wealth for its first-generation Principal through strategic holdings in commodities trading, real estate, and asset management. Excellent Capital employs a long-term investment horizon, aiming for compounding returns over 20+ years, and collaborates with exceptional investment and operational partners to achieve superior performance.

The firm's investment approach is diversified across three core strategies: private equities, public equities, and real estate. In private equities, Excellent Capital primarily seeks majority stake, control positions in profitable businesses with a track record of revenue growth and target EBITDA between $1-15 million. They also engage in minority, majority, and co-GP/JV situations for businesses with EBITDA between $2-15 million. Leveraging an evergreen permanent capital structure, the firm offers long-term holding periods, expedited deal closures, and a debt-light acquisition model. An opportunistic allocation is also made for complex investment structures, including carve-outs, divestitures, restructurings, and distressed situations, with a focus on rapid execution and conservative leverage.

For public equities, Excellent Capital maintains an extremely long-duration, flexible mandate, focusing on an in-house long-short small-mid cap strategy. This involves deep fundamental research to identify a concentrated portfolio of companies with strong, long-term growth prospects, guided by a value-investing orientation and strict price discipline. The team targets companies with significant catalysts for returns, while also allocating a small portion to high risk-reward or deep value plays. In real estate, the family office concentrates on identifying market dislocations caused by cyclical fluctuations. They actively invest in distressed transactions with substantial value-add potential, including acquisitions, distressed repositioning, core acquisitions, bridge lending, and development. Their real estate acquisitions are primarily focused in the United States, with core holdings in multifamily, industrial, and residential properties.

The team at Excellent Capital is known for its ability to move quickly in deal execution and secure preferential access with a select group of sellers, particularly in the real estate sector. Simon Zhang is the founder of the firm, and Kenan Jiang serves as the CEO. The firm operates with a lean team, emphasizing a positive work ethic, integrity, and consistent discipline as foundational principles for success.