Investment Criteria & Strategy
Overview:
Buyer invests in great businesses with exciting growth prospects, focusing predominantly on services businesses, particularly ones with moderate to light capital intensity, requiring limited capital expenditures. They also look for companies at key inflection points, where they can benefit from the Investor’s experience and expertise in business building.
Focus:
- B2B Software businesses that operate in sectors that are undergoing significant change, with dynamics that create or expand a market opportunity;
- Emerging new businesses that have developed a “secret sauce” in the form of capabilities, resources, proprietary content/information, or other types of intellectual property.
Size
- 5 Million to 100 Million in Revenue;
- Annual Growth from 10-1000%;
- Businesses that are profitable or have a path to profitability
- 30%+ Net Promoter Score (NPS)
Geography
- Anywhere in the US.
Structure
- Recapitalizations: provide liquidity for entrepreneurs looking to sell a majority or minority stake in their businesses, while allowing them either to retain operational control or to bring in a new management team;
- Buyouts: Through a highly collaborative process, Buyer is able to develop thoughtful and successful exit strategies for business owners. The Buyer’s versatile approach allows us to partner with existing management teams or to engage new management if needed;
- Growth Capital: Buyer brings their business building experience and financial capital to bear to make significant investments that accelerate growth. This is typically done in conjunction with a recapitalization.
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