Focused Investment Approach
Industry Sectors
- Revenue: $2M - $30M (>50% recurring)
- Growth: 10%+
- EBITDA: $1M+
- Churn: <10%
Business Characteristics
- Large and growing addressable market
- Sustainable competitive advantage
- Fragmented customer base
- High switching cost
Business Metrics
- Logistics and Supply Chain Management
- Data Aggregation and Insights
- Security, Big Data and IOT
- Financial Services
- Business Services
- ERP, HCM, CRM
- Healthcare
Value Creation
For Owner
Partnering with you to achieve your dreams
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Growth Focus
Our focus is to help your company grow through access to capital and management expertise, so that it achieves its true potential
Flexible
We are flexible in our deal structures, and can address the needs of most situations including buyouts and recaps
Efficient Process
We strive to make our process very quick and efficient, so that you are not distracted from running the business
Building a Legacy
We do not make investments to reduce costs and maximize profits. We invest in companies to build lasting organizations
Value Adding
We want to make every interaction value adding for you by bringing our industry insights to you during our conversations
Long Term
We are long-term investors, and are not driven by strict fund exit timelines. This gives us the flexibility to do what is right for the company
For Intermediaries
Partnering with you to achieve your dreams
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Attractive Fees
We will pay market attractive success fees for introducing us to situations that result in new investments
Reliable
We have years of deal-making experience and know that it takes more than just financing modeling to get deals done
Efficient Process
We strive to make our process very quick and efficient, so that you are not distracted from running the business
Capital
If we like a deal, we will close it. Our access to significant capital and committed funds provide high certainity of closing
Flexible
We are flexible in our deal structures, and can address the needs of most situations including buyouts and recaps
Long Term Partners
While intermediary services are transactional in nature, we believe in building long term partnerships and recreating successes
Efficient Process
We understand that investment processes can be distracting for critical management team members and burdensome to any company’s operational plans. Therefore, we have designed a process that ensures minimal distraction and quick decision making.
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A typical process will look like the following
Step 1
Management Call and CIM Review (when available)
Go/No-Go Decision within 48 hours
Step 2
Initial Data Request
Step 3
Initial offer with summary terms (LOI)
Targeted within 4-6 weeks
Step 4
Detailed Due Diligence (LOI)
Step 5
Purchase Agreement
Targeted within 16-24 weeks