We Make Our Money The Same Way Our Management Teams Do.
By building great companies and creating shareholder value. To accomplish this, we establish close relationships with our portfolio companies and maintain a patient long-term investment approach. Although we actively work with our portfolio companies, we don’t meddle in day-to-day management. Rather, we serve as a resource to executive leadership – providing the support they need to achieve their ambitions. Our areas of expertise include the following:
- Mergers, acquisitions and divestitures
We can help with every step of the M&A lifecycle, including:
1) mapping out an acquisition strategy;
2) identifying, approaching, evaluating and valuing acquisition targets;
3) conducting due diligence;
4) negotiating deal structure and terms;
5) negotiating legal documents;
6) financing and closing the deal; and
7) helping with post-closing integration issues.
- Capital market and capital structure decisions
We work with our companies to determine the right time to raise additional capital and to create the optimal capital structure. We then facilitate subsequent rounds of private capital financings, senior and subordinated debt financings, and public equity offerings.
- Long-term strategic planning
We help management evaluate the industry landscape, exploit competitive advantages, and focus on the fastest growing and most profitable business opportunities.
- Operational planning
We help management to establish near-term, tactical priorities, ensuring that resources are optimally deployed to maximize company performance.
- New business development
We are involved in a wide array of business development activities for our portfolio companies including:
1) helping to identify new sales channels;
2) leveraging our network of contacts to introduce potential channel partners; 3) conducting meetings with potential partners; and
4) helping to structure and negotiate the partnership relationships.
- Budgeting and Financial Analysis
We provide assistance to management during the budgeting process and serve as an analytical resource for management to utilize when making complex financial decisions.
- Recruiting
We work with management to address the personnel needs of the organization and then help find the right people through our extensive network of contacts, as well as coordinating the activities of third-party search firms.