OUR APPROACH

WHAT WE LOOK FOR

To acquire majority stake in one leading company with revenues over $5 million and the following attributes:

  • Stable and predictable, and likely to be repeated in the future.

  • Operating margin over 15% and earnings positive.

  • Presence in a large and growing market.

our DIFFERENTIATED Investment approach

We are not a Private Equity firm nor strategic buyer – we partner for the long haul and focus on preserving legacy by putting the company and management team first. We strive to generate long-term value for employees, involved communities and shareholders.

GOAL

Long-term growth and stakeholder value creation.

PRIVATE EQUITY

Maximize return for investors in within the next 5 years.

Long-term inclusive growth.

YOUR COMPANY

Unique focus and aligned interests.

EMPLOYEES

Value creation strategy

OPERATIONS

Are critical to business continuity.

Transaction and deal terms

Active management – entrepreneur becomes operator.

Transaction and deal terms Flexible, quick and focused.

One in several investment portfolio companies.

Cost cutting usually means job cuts.

Financial engineering and cost cutting to maximize returns.

Passive approach.

Complex – usually negotiating multiple transactions at once.

STRATEGIC BUYER

Inherit parent company’s strategy and culture.

One business segment of a larger parent company.

Duplicated roles and may not integrate to parent company

Integration and cost cutting.

Highly influenced by parent company’s management.

Usually slower –protective of parent company interests.

INVESTMENT PROCESS

  • Preliminary analysis

    | 1 to 3 weeks |

    Industry assessment, business model review and financial analysis

  • Letter of Intent

    | 1 to 2 weeks |

    Preliminary valuation exercise and summary of transaction key terms

  • Due Diligence

    | 6 to 12 weeks |

    In-depth review of financial, legal, commercial and tax matters, among other

  • Negotiation phase

    | 2 to 3 weeks |

    Share/Asset Purchase Agreement negotiation

  • Closing

    | 2 to 4 weeks |

    Signing of legal documents and transfer of funds

Get in touch –

If you know of a business owner who might be interested or simply want to learn more about what I am working on, I WOULD LOVE TO HEAR FROM YOU!