We implement a unique, strategic approach in how we target, source & operate our private equity investments.
Our unique access to private, off-market deals in the lower middle-market gives our limited partners greater exposure to untapped private equity investment opportunities.
Majority Equity Positions
Clear Value Proposition
Defensible Market Position
What is Private Equity ?
Private equity investments typically implement an active management approach toward private business operations and financing, focusing on internal improvements and financing organic and inorganic growth through further acquisitions.
Most private equity investments involve extended time horizons, focusing on long-term investing results over short-term profits. However, with an active ownership focus combined with financial leverage, private equity investing can produce higher returns than typically experienced in public equity markets.
As an essential element of a balanced investor portfolio, sophisticated private equity investors are seeking differentiation in how their private investments are allocated. Limited partner private equity investors are also interested in unique structures and exposure that match their specific investment goals, including cash flow profiles, overall fund costs and risk/return objectives. We take a holistic approach toward private equity portoflio allocation, structured to offer solutions that appropriately align with client objectives and deliver on fund performance.
Our Unique Approach
Investor Reporting Portal
With a proprietary reporting portal, investors will receive monthly and quarterly updates as to the status of their investment.
No Blind Pool Investing
Unlike most private equity funds, we avoid blind-pool opportunities. That is, every deal is individually financed and is not held in a blind pool. This approach forces greater investment discipline.
We align investor fees in a unique way, which differentiates us from most other private equity groups, allowing for a bigger win-win among general and limited partners.
By partnering with like-minded, sophisticated investors, we believe we can forge lasting partnerships that last well beyond the deals we consummate.
Our sourcing process includes access to private and public markets in a proprietary way, allowing access to off-market deals. Our sourcing strategy is core to gaining the upper-hand in achieving alpha for our clients.
As true partners in success, our limited partners share in our privileged exposure to off-market opportunities, with a tailored structure, formatting to fit the specific needs of our LPs.
With deep experience in industry analytics and due diligence, our investment platform includes enhanced visibility across various private asset classes, companies and macro trends for enhanced analysis and education.
Target Criteria & Process
Target ResearchResearch & DiscoveryResearch global trends as well as individual company targets, aligning the ideal target profile for both our on and off-market target development.
Proprietary SourcingSourcingDeep research across our target markets, with exposure to directly-sourced deals through our broker platforms at MergersandAcquisitions.net and InvestmentBank.com.
Target OutreachEngage TargetsConfidentially connect with and engage targets with an eye toward preparing for management discussions and an eventual transaction among various potential sellers.
Double Signed LOILetter of IntentPresent target with offer letter via Letter of Intent (LOI), negotiating high-level deal points to be included in closing.
Legal & FinancialDue DiligenceWork with council and accounting to perform enhanced due diligence on target acquisition(s).
2021Definitive AgreementClosingNegotiate through the definitive agreement toward a mutually-agreeable closing among buyer and seller. Structure capital stack in preparation for close.
2021Target IntegrationManagement TransitionWork with selling management and sponsor executive management to execute on pre-approved transition plan.
Limited Partner Investors
We partner wth institutional and individual investors looking for unique, untapped exposure to middle-market private equity.
Sophisticated institutional investors with equity and debt capital for initial platform acquisition and follow-on investments in profitable, strategic companies.
Sophisticated, individual, third-party accredited investors looking for exposure in profitable middle-market private equity opportunities.
Join Our Investor Network
As experienced M&A professionals, we ensure a streamlined process from initial transaction interest through eventual deal closing. Through our technology sourcing tools and our proprietary dealflow of un-shopped and unlisted business opportunities, we provide a unique exposure for our limited partner investors.
Frequently Asked Questions
Learn about our unique approach