Private Equity
Investing
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.
Transaction Types
Management Buyouts Corporate Recapitalizations
Acquisition Capital
Majority Equity Positions
Target Criteria
Clear Value Proposition Historical Profitability
Stable Revenue
Seasoned Management
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.
Why Us
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.
Investor Fees
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.
Sophistication
By partnering with like-minded, sophisticated investors, we believe we can forge lasting partnerships that last well beyond the deals we consummate.
Differentiated Sourcing
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.
Partner Alignment
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.
Advanced Analytics
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

SALES REVENUE

EBITDA

TARGET EQUITY
Target ResearchResearch & Discovery
Research global trends as well as individual company targets, aligning the ideal target profile for both our on and off-market target development.Proprietary SourcingSourcing
Deep research across our target markets, with exposure to directly-sourced deals through our broker platforms at MergersandAcquisitions.net and InvestmentBank.com.Target OutreachEngage Targets
Confidentially 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 Intent
Present target with offer letter via Letter of Intent (LOI), negotiating high-level deal points to be included in closing.Legal & FinancialDue Diligence
Work with council and accounting to perform enhanced due diligence on target acquisition(s).2021Definitive AgreementClosing
Negotiate through the definitive agreement toward a mutually-agreeable closing among buyer and seller. Structure capital stack in preparation for close.2021Target IntegrationManagement Transition
Work 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
Sophisticated institutional investors with equity and debt capital for initial platform acquisition and follow-on investments in profitable, strategic companies.
Accredited
Individual Investors
Sophisticated, individual, third-party accredited investors looking for exposure in profitable middle-market private equity opportunities.

The Market Opportunity
Small business private equity is an unprecedented and untapped opportunity.
There are some 30M+ small to medium sized businesses in the United States
Roughly 160K fo these businesses produce $10M to $100M in annual revenue
But less than 1% of private equity assets under management (AUM) targets these companies
Small businesses in the United States represent an $8T (with a "T") untapped institutional investment opportunity.

TARGET PRIVATE EQUITY OPPORTUNITIES

UNTAPPED INSTITUTIONAL INVESTMENT
Our Unique Approach
We combine proprietary deal origination, data-driven target sourcing & operational expertise for generating positive outcomes.
Existing proprietary dealflow from years of online marketing expertise in M&A
Big-data deal sourcing that removes investing biases for finding off-market deals
Post investment support in finance, sales, marketing & operations
Our proprietary, data-focused technology combined with targeted marketing gives us the upward hand in targeting sellers in the lower middle-market.

A Partner Ecosystem for Success
We seek partnerships with like-minded professional partners
Our Target
Industries
We focus on internet, software and consumer services companies.
Technology & Internet
ASSET-LIGHT WEB, CONTENT & SaaS COMPANIES
Consumer Services
SCALABLE CONSUMER SERVICES BUSINESSES
Healthcare & MedTech
MEDICAL TECHNOLOGIES & HEALTHCARE FOCUSED COMPANIES

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