Pre Investment

Our team reviews hundreds of investment opportunities annually to identify a handful each year to pursue that meet our investment criteria. We strive to immediately surface threshold questions or concerns to reveal any material challenges or opportunities. Once a letter of intent is executed, our lengthy experience allows us to manage a highly efficient transaction closing process. Generally, we move as quickly as our counter parties allow us to move.

Post Investment

After we invest in a business, its management team continue to operate the business in many respects just as before the transaction. We view ourselves as nonactive advisors and resources to our companies partnering to collaborate on solving business problems and driving growth. We often manage lender relationships and lead add on acquisition identification and execution on behalf of our companies.This allows the leadership team to focus more time on running and improving the business. Since 2011, we have executed on average 2.1 add-ons per platform.

Operating Partner Selection

We recruit an operating partner for every platform company. This process usually begins before consummating our initial investment. The operating partner is interviewed and selected with the support of the seller(s).

An operating partner is usually someone who has a demonstrable track record of scaling businesses within the platform company’s industry. The individual often serves as the Chairperson of the platform company. More than just a figurehead, we find the operating partner brings invaluable industry insight to the project to support and advise the management teams with whom we invest. An overview of some of the executive we have recruited to projects is available here.