Our Focus

Ader Investments concentrates capital in sectors where our team's expertise provides genuine analytical advantage. This discipline—investing only where we have deep knowledge—is central to our approach.

Our focus areas are interconnected through the leisure economy: gaming, hospitality, and the technology that enables modern consumer experiences. This coherence allows us to apply insights across investments and provide meaningful strategic support to portfolio companies.

Primary Sectors

Gaming Technology

Companies building the infrastructure that powers modern gaming operations. This includes casino management systems, gaming equipment, player tracking platforms, and the technology enabling online gaming. We focus on B2B providers with strong competitive positions and recurring revenue characteristics.

Sports Betting Infrastructure

Technology and services enabling the sports betting ecosystem. Our interest spans trading platforms, odds providers, payment solutions, and regulatory compliance technology. We focus on the infrastructure layer rather than consumer-facing operators.

Hospitality Systems

Technology powering hotel and resort operations. Property management systems, revenue optimization tools, guest experience platforms, and operational analytics. We seek companies with strong market positions serving both gaming and non-gaming hospitality.

Select Real Assets

Opportunistic investments in gaming and hospitality real assets where our operational expertise provides analytical edge. These investments are selective and require exceptional circumstances.

Investment Criteria

When evaluating opportunities, we consider:

  • Sector fit — Does the opportunity fall within our areas of expertise?
  • Competitive position — Does the company have sustainable advantages?
  • Management quality — Is the team capable and aligned with shareholders?
  • Value creation path — Can we identify specific ways to add value?
  • Risk/return profile — Does the opportunity compensate for its risks?

What We Avoid

Discipline means saying no to most opportunities. We avoid:

  • Sectors outside our expertise, regardless of apparent attractiveness
  • Situations requiring turnaround without clear operational path
  • Excessive leverage or financial complexity
  • Management teams unwilling to engage constructively

Contact

Ader Investments does not accept unsolicited investment inquiries. For general inquiries, please contact media@aderinvestments.com.