Investments and Partnerships
LET’S CREATE VALUE TOGETHER.
Investment Model
Quantitative
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$10M - 500M+ transaction size
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$2M - 50M+ EBITDA
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15%+ margins
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Historical financial performance
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Majority interest
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Retained owner equity preferred
Acquisitions
Addons and partnerships less subject to financial criteria
Qualitative
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Strong leadership
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Competitive advantage
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Diverse customer / payor mix
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Growth opportunities
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Located in the United States
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Fragmented industry
Early Stage Investments
Quantitative
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$10M+ transaction size
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$1M+ revenue preferred
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Series A+ preferred
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Strong growth + trajectory
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$1B+ TAM
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Exceptions for companies nearing value inflection points
Qualitative
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Disruptive
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Strong leadership and track record
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Competitive advantage
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Differentiation
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Traction
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Market tailwinds
Partnership Model
Owners
Highlights:
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Owners maintain 100% control, utilizing our network, funding capabilities, investment experience, and operators.
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A true partnership structure that incentivizes our team to grow the business and optimize value for a liquidity event.
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Growth and Value Creation
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Refine strategy, people, process, technology to grow via organic / M&A initiatives
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Exit Readiness
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Optimize value and
seamless ownership transition
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Exit / Liquidity Event
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Facilitate a transaction where we could be the buyer
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Capital Providers
Pre Close Value:
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Extensive proprietary deal-sourcing network
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Thorough screening, analysis, and investment recommendations
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Actionable pre-screened deals identified
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Broader advisory resource to family or organization
Post Close Value:
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Extensive network and relationships to drive
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organic growth and value creation
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Ongoing strategic and operational support, deep company involvement, often including a board position
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
Early to late stage investments and buyouts
Understanding Unique IP imensions
Deal Sourcing and Screening
Healthcare
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Healthcare Services
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Life Sciences (Biotech, Pharma, Devices)
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Healthcare Technology
Real Estate
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All Asset Classes
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Development & Value-Add
Infrastructure
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Core & Core-Plus Assets
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Transportation & Utilities
Power & Energy
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Oil & Gas (Upstream, Midstream, Downstream)
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Energy Services
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Water Treatment
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Logistics, Trucking, Storage
Alternative Energy
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Solar & Wind
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Renewable & Sustainable Energy
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Cleantech
Sectors
of Expertise
Media & Entertainment
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Streaming, Music, Film
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IP, Catalogues & Libraries
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Cash-Flowing Content Assets
Consumer
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Food & Beverage
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Apparel & Garments
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Wellness
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Pet & Animal
Technology
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SaaS & Software
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AI & Data Platforms
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Energy / Industrial Tech
Ancillary Industries
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Manufacturing (Light / Industrial)
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Business Services
