We create value by forming meaningful partnerships with experienced entrepreneurs leading businesses that meet the following criteria:
Innovative solutions demonstrating clear customer ROI; addressing pain points in large, established industries
Typically $5-50M in revenue with a meaningful recurring component; high quality customer base
Significant revenue growth; near breakeven or profitable
Alignment through founders/management team having significant equity ownership
Transformational capital to accelerate growth; can be larger with co-investment and follow-on investment
Shared values, culture, priorities, and vision drive strong partnerships, growth, and value creation
Optimize internal procedures, KPIs, and controls to enhance operational efficiency and stability
Assist in recruiting, performance management, and incentive alignment to scale the team
Help further institutionalize and enhance sales, marketing, and business development efforts to increase productivity
Advise on strategy, relationship management, and negotiation to manage investment and working capital
Share resources and industry best practices to improve operations, infrastructure, and performance measurement
Support the identification, analysis, and execution of accretive acquisitions to expand scale and/or capabilities
Leverage experience, network, and expertise to support strategic planning, issue resolution, and stakeholder management
Make strategic and banker introductions, and prepare/position the company to maximize value at exit