Closely-held, privately-owned next stage growth companies with a defined business model and defendable innovation.
Structure transactions to protect value in downside scenarios; ensure key assets have strategic or franchise value; and collaborate with company management to develop multiple exit strategies.
Manage a diverse portfolio of companies designed to yield a high “batting average” rather than just a few “home runs”.
Participate at the Board level and an active operational role in the portfolio company (e.g., COO, CFO, VP Sales/Marketing).
Managing Partners invest 10-20% of their own capital in each transaction.
Exit investments only after achieving shared goals for growth/value.
Active or passive strategic growth capital, buyouts, and recapitalizations.
Minority or control.
Software and defendable technologies in: Engineering, Healthcare, Life Sciences, Manufacturing, or Real Estate.
Primarily Eastern U.S.; however, will evaluate opportunities in other regions.
Key Business Characteristics
Demonstrate scalable business model, stable customer base, market differentiators, prospect pipeline, and case studies to validate demand.
Key Management Attributes
Hands-on management team with “skin in the game”, command of their innovations, and desire to utilize strategic resources to grow.
Key Financial Metrics
Target company size: $500 thousand – $20 million in revenue ($100 thousand – $2 million EBITDA). Investment size: $500 thousand – $5 million.
Partner personal networks
Professional services partnerships
Portfolio company M&A targets
Meet key management and employees
Industry assessment and benchmarking
Product growth analysis
Leverage network to qualify opportunity
Historical and forecasted revenue analysis
Value creation analysis
Structure and terms negotiations
Approve & Invest
Partner committee approval
Allocation of firm resources
Strategic plan finalized
Legal agreements executed
Capital raise partner
Embedded C-level services
Prepare company for M&A
Seeking Investment Capital?