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Investments and Partnerships

LET’S CREATE VALUE TOGETHER.

Investment Model

Abstract Spiral Design

Acquisitions

Quantitative

  • $10M - 500M+ transaction size​

  • $2M - 50M+ EBITDA​

  • 15%+ margins

  • Historical financial performance

  • Majority interest

  • Retained owner equity preferred

Addons less subject to financial criteria

Qualitative

  • Strong leadership

  • Competitive advantage

  • Diverse customer / payor mix

  • Growth opportunities

  • Located in the United States

  • Fragmented industry

Abstract Purple Spiral

Early Stage Investments

Quantitative

  • $10M+ transaction size

  • $1M+ revenue preferred

  • Series A+ preferred

  • Strong growth + trajectory

  • $1B+ TAM

  • Exceptions for companies nearing value inflection points

Qualitative

  • Disruptive

  • Strong leadership and track record

  • Competitive advantage

  • Differentiation

  • Traction

  • Market tailwinds

Partnership Model

Purple Abstract Pattern

For Owners

Highlights: 

  • Owners maintain 100% control, utilizing our network, funding capabilities, investment experience, and operators.

  • A true partnership  structure that incentivizes our team to grow the business and optimize value for a liquidity event.

  1. Growth and Value Creation

    • Refine strategy, people, process, technology to grow via organic / M&A initiatives

  2. Exit Readiness

    • Optimize value and

      seamless ownership transition

  3. Exit / Liquidity Event

    • Facilitate a transaction where we could be the buyer

Abstract Purple Design

For Capital Providers

Pre Close Value: 

  • Extensive proprietary deal-sourcing network

  • Thorough screening, analysis, and investment recommendations

  • Actionable pre-screened deals identified

  • Broader advisory resource to family or organization

Post Close Value:

  • Extensive network and relationships to drive organic growth and value creation

  • Ongoing strategic and operational support, deep company involvement, often including a board position

Our Skillsets

A Value Add Partner

Early to Late Stage Investments and Buyouts

Capital Markets, M&A, Finance

Legal, Regulatory, Data, Privacy

Exits and IPO's

Growth and Value Creation

Strategy and Operations

Business Development, Strategic Relationships

Data Strategy, Monetization, and IP Creation

Understanding Unique IP Dimensions

Deal Sourcing and Screening

Sectors

of Expertise

Healthcare

  • Healthcare Services

  • Life Sciences (Biotech, Pharma, Devices)

  • Healthcare Technology

​

Media & Entertainment

  • Streaming, Music, Film

  • IP, Catalogues & Libraries

  • Cash-Flowing Content Assets

​

Consumer

  • Food & Beverage

  • Apparel & Garments

  • Wellness

  • Pet & Animal

​

Technology

  • SaaS & Software

  • AI & Data Platforms

  • Energy / Industrial Tech

Real Estate

  • All Asset Classes

  • Development & Value-Add

​

Infrastructure

  • Core & Core-Plus Assets

  • Transportation & Utilities

​

Power & Energy

  • Oil & Gas (Upstream, Midstream, Downstream)

  • Energy Services

  • Water Treatment

  • Logistics, Trucking, Storage

​

Alternative Energy

  • Solar & Wind

  • Renewable & Sustainable Energy

  • Cleantech

​

Ancillary Industries

  • Manufacturing (Light / Industrial)

  • Business Services

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