Investment Approach
We strive to be value-added long-term partners to management teams and focus on working to maximize performance.
Partnership
We partner with management to build value through a broad range of initiatives. We strive to be good partners and we do what we say we are going to do.
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Grow and Increase Scale
We target building companies from niche industry players to leaders and true platforms of scale within the middle market.
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Operational Support
We work with management to focus on aspects of the business that require time, effort and additional skills sets that existing management may not have in order to drive improvement and we deliver resources to provide this additional support.
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Improve Productivity
We assist management in reviewing all aspects of the business that could generate incremental value, often using technology to increase productivity.
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Appropriate Capital Structure
We generally employ what we believe to be relatively conservative leverage levels to allow for the flexibility required in order to drive growth. We believe the source of positive returns should be from the business fundamentals and the improvements we help to implement instead of primarily through leverage.
Value Creation
We work hard with management to build value through a broad range of proven initiatives and strategically support management to increase value.
Sales & Marketing Improvements
Accelerate growth via salesforce growth, targeting, initiatives to improve effectiveness , pricing optimization, analytics and more. Identify new growth areas through geographic, horizontal and vertical expansion.
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Adding/Deepening Management
Use our ecosystem to build out and add management in order to drive and support growth and additional operating scale.
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Operational Improvements
Optimize operational strategy and cost structure and identify opportunities for outsourcing, procurement and purchasing improvements. Identify and pursue opportunities for productivity through investment.
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Leverage Technology
Assist management in deploying technology (including accounting, reporting, ERP, CRM, business analytics and other systems) that can build value into the business, assist in operational and strategic decision making and drive performance. Where appropriate, we also focus on adding intellectual property through internal development and through acquisitions to maximize the value proposition with customers and to continue to drive growth and new opportunities.
Near-Term and Long-Term Strategic Planning
Establish near-term, tactical priorities, ensuring that resources are optimally deployed to maximize company performance. As part of this, we typically provide assistance to management during the budgeting process and serve as an analytical resource for management to utilize when making complex financial decisions. Assist management evaluating the longer-term industry landscape, exploiting competitive advantages, and making specific plans to focus on the fastest growing, highest return business opportunities over the long-term.
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Add-On Acquisitions
Leverage our deep M&A expertise and network of resources and our capital base to identify and close accretive acquisitions to augment growth, transform competitive position. Actively support merger integration and synergy capture to maximize results.
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Capital Markets
Optimize capital structure to support organic and inorganic growth initiatives using debt and equity. Continually optimize the capital structure to support growth and manage balance sheet risks.