Each method of financing carries with it its own version of risk/return trade-off. And depending on the type and timing of an equity investment, investors will require different portions of the company pie. Private equity, venture or angel investments in startups tend to exact greater equity at the outset. Equity investments in later-stage companies represents a smaller risk for the investors and thus a smaller portion of the equity in the business. Private equity at any stage has particular advantages. One of the greatest advantages of obtaining private equity funding is the assistance obtained from equity investors. Equity investors are often experienced and knowledgeable managers who can aid consulting input and assistance to both fledgling and prosperous businesses alike. Unlike debt financing, equity owners are share in the gains and not just the pains of the business cycles. This helps align goals of management and investors to ensure growth occurs. Furthermore, private equity financing takes away the risk of a bank securing your home or other assets as collateral in a loan. This can help alleviate some of the risk of capital procurement from the owner founder. Building outsized returns for individual and institutional investors is what private equity is all about. Some might argue many private equity investments of recent vintage have failed to provide returns commensurate with investor mandates, but there are always outliers and exceptions. Typically private equity investments which perform well have a very tight, developed strategy. They find niches where value is being left on the table and find a way to further maximize theirs and their clients’ goals.

We invest across the middle market. While we are focused on businesses in consumer/business services and those that have a heavy digital component (e.g. software, SaaS & online), our ideal target profile is based heavily on opportunism and our unique ability to source off-market transactions.

Returns vary from fund to fund and from deal to deal. The returns will be heavily dependent on the performance of individual companies and the funds invested in them. Private equity fund investing holds a high degree of risk and, unlike investing in a major stock exchange, returns and performance can be slow to report and may not occur in real-time. 

Our fees align with industry-standard fees for most traditional private equity fund, venture capital fund and venture capital investments for general partners

Like any other approach to financing, the structure of private equity investment deals can be as broad and diverse as the businesses themselves. Numerous and varied methods exist for funding, growing and buying existing businesses and their assets with private funds. Our partners work strategically with owners in equity financings for a strategic growth, merger and acquisition opportunities, co-investment deals in sponsor-led transactions, add-on investments with debt-augmentation, limited liability partnerships and private placement deals. When determining the type of financing needed (e.g. leveraged buyout), our partners take a holistic approach–assessing industry trends with individual company historical performance.

Our team includes investors and expert operators with invaluable sector experience in the niches in which we and our partners choose to invest. As with most private financiers, our support and help go much deeper than simple capital infusion. Both internal access to tacit knowledge, we dive deep in portfolio companies, providing added lift in terms of business support. In addition, we often sit on the board of the companies we represent, offering priceless insight into potential help with recruitment, operations, finance, operations and brand-building. Our overall goal is scaled, profitable and smart growth, keeping in mind we operate with a low risk-tolerance.

Our existing investors include institutional and individual accredited investors (as defined by the Securities and Exchange Commission). With access to a superb network of market influencers, consumer advocates, research institutions and business process experts, our reach expands far beyond our in-house expertise. In addition to maintaining our current network of private equity partnerships, we also continuously seek to expand our scope and scale of partners in various sectors. Current partners consist of current and former entrepreneurs, visionaries, investors and inventors seeking to make in impact on the way consumers and businesses interact within their everyday lives.