Our strategy relies on creating “unique stories” based on 4 key principles:
Seek out unique investment opportunities
- Seek out companies presenting a unique growth story potential
- Remain in the realm of the mid-market, defined as companies with EBITDA ranging from $3 to $20 million
- Rely on proprietary deal flow using personal relationships and reaching out to companies on a top down basis
Build depth of portfolio
- Focus on building depth of portfolio companies through add-on acquisitions
- Professionalize portfolio management teams at the time of closing or shortly after through the active involvement of our Operating Partners and recruiting of executive talent.
Focus on solid fundamentals
- Target companies with solid industry fundamentals and demonstrated profitability
- Require strong management teams, already in place or available to join target at closing, as a pre-requisite for investment
Proactively plan for exit
- Aim for 5 to 7 years investment time horizon, however maintain flexibility to respond to each company’s specific situation
- Use a combination of highly targeted auction processes and capital market alternatives for exits
