We implement a unique, strategic approach above and beyond most private equity funds 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.
*Private investments are risky. Investing in them can cause investors to lose part or all of their investment principal.
As an essential element of a balanced investor portfolio, sophisticated private equity investors are seeking differentiation in how their private investments are allocated across various private equity firms.
Limited partner private equity investors are also interested in unique private equity fund structures and private market exposure that matches their specific investment goals, including cash flow profiles, overall fund costs and private equity risk/return objectives.
We take a holistic approach toward private equity firm portfolio allocation, structured to offer solutions that appropriately align with client objectives and deliver on our fund goals.
We recognize our limited partners can choose among any number of private equity funds. But, we believe we have a unique approach to the market that gives us the upper-hand on sourcing deals that provide alpha. Unlike publicly traded mutual funds, a private equity ETF, other exchange traded funds or even other private and public markets, our approach to the private equity universe is uniquely suited for investors looking for alternative investments to round out a balanced portfolio.
We research global private and publicly traded companies, looking for trends and opportunities, as well as alpha among individual private company targets. In doing so, we align the ideal target profile for both our on and off-market target development, seeking the best fit among our potential portfolio companies.
Deep research across our private equity firm target markets, with exposure to directly-sourced deals through our M&A broker platforms at MergersandAcquisitions.net and InvestmentBank.com. In addition, our internal private equity firm’s existing company relationships and deal sourcing process allows us to directly source off-market targets. Unlike some smaller private equity funds, our investment sourcing team do not require assistance from outside business development company assistance when seeking target acquired companies.
Present private equity firm target with offer letter via Letter of Intent (LOI), negotiating high-level deal points to be included in closing.
Work with legal council and accounting to perform enhanced due diligence on target acquisition(s).
As direct fund managers, our team will work with selling management and sponsor executive management to execute on pre-approved transition plan.
We partner with institutional and individual accredited investors looking for unique, untapped exposure to middle-market private equity.
Sophisticated institutional investors (including hedge funds, venture capital firms, family offices, sovereign wealth funds, pension funds) with equity and debt capital for initial platform acquisition and follow-on investments in profitable, strategic companies.
Small business private equity firms represent an unprecedented and untapped opportunity. Under-tapped private equities and private debt opportunities abound.
By combining proprietary deal origination, data-driven target sourcing & operational expertise our private equity firm’s processes are specifically tailored for generating positive outcomes.
Unlike other private equity firms, we hold we hold a unique position in the market with our proprietary and data-focused access to targeted, profitable company sellers in the lower middle-market.
We seek partnerships with like-minded professional partners, including limited partners and even other private equity firms.
While we prefer investments of $250K+, individual accredited investors can place a capital minimum of $50K.
Jason Powell has extensive experience includes advising businesses, lenders, investors, startups, and real estate investment companies and developers across the United States, on business transactions from formation to exit, acquisition, due diligence, real estate securities offerings, joint ventures, disposition and financing of real estate.