Investment Approach &

Value Creation

Investment Strategies

Highview takes a long-term view on companies undergoing a transformation, ranging from situations requiring turnaround or growth

  • Invest in middle market businesses, across numerous industries, that are facing an inflection point
  • Constructive, collaborative and long-term partners to management teams to help successfully take companies to the next level
PERIODS OF TRANSFORMATION

Family/Founder Capital Solutions: Investments in healthy businesses where we actively partner with family or founder owners to execute performance improvement measures. Our evergreen capital affords us the ability to be long-term partners and have longer hold periods than competing private equity firms. Our flexible investment mandate allows us to customize our capital solution to meet the needs of stakeholders seeking either a majority control or minority investment partner.

Corporate Carveouts: Acquisitions of non-core operations or product/service lines where we leverage prior experience and our single capital source to affect carveouts from larger corporate parents on an expedited basis. We leverage our operational resources to quickly transform the operation into a well-performing standalone business with appropriate infrastructure to support long-term success.

Value-Oriented Buyouts: Control acquisitions of healthy businesses where we are able to acquire businesses at reasonable valuations (based on earnings/cash flow multiples, not revenue multiples). We seek businesses that can realize value creation through improved strategic planning, operational optimization initiatives, or can benefit from additional capital to support organic & inorganic growth strategies.

Special Situations: Investments in companies with a fundamental reason for being that need assistance through challenging situations including companies requiring a turnaround plan / financial restructuring, addressing liquidity challenges, or managing through one-time events (management missteps, poor M&A, lost customers, etc.)

Investment Criteria

The Highview team has the long-term outlook, flexibility and breadth of experience to create value for companies in a variety of stages in their lifecycles and across a range of industries

  • Typical Investment Criteria

    EQUITY CAPITAL PER DEAL
    $10 – $125 million ($25 - $75 mm sweet spot)
    REVENUE
    $50 – $500 million
    EBITDA
    $5 – $50 million
    ENTERPRISE VALUE
    $50 – $350 million
    GEOGRAPHIC FOCUS
    Global Mandate
  • Highly Flexible Investment Solutions

    HEALTHY
    COMPLEX
    DISTRESSED
    • Leveraged Buyouts
    • Management Buyouts
    • Take-Privates
    • Minority Equity
    • Corporate Carveouts / Divestitures
    • Expedited Sale Processes
    • PIPEs
    • Structured Securities
    • Debt Financings
    • Secondary Debt Purchases
    • Restructurings & Bankruptcies
  • Industry Agnostic Approach

    Aerospace & Defense
    Automotive
    Business Services
    Chemicals
    Consumer
    Distribution
    Energy & Power
    Food & Beverage
    Healthcare
    Industrials
    Industrial Services
    Manufacturing
    Packaging
    Retail
    Technology Media & Telecom
    Transportation & Logistics

Typical Investment Criteria

EQUITY CAPITAL PER DEAL
$10 – $125 million
($25 - $75 mm sweet spot)
REVENUE
$50 – $500 million
EBITDA
$5 – $50 million
ENTERPRISE VALUE
$50 – $350 million
GEOGRAPHIC FOCUS
Global Mandate
HEALTHY
  • Leveraged Buyouts
  • Management Buyouts
  • Take-Privates
  • Minority Equity
COMPLEX
  • Corporate Carveouts /Divestitures
  • Expedited Sale Processes
  • PIPEs
  • Structured Securities
DISTRESSED
  • Debt Financings
  • Secondary Debt Purchases
  • Restructurings & Bankruptcies

Value Creation

Our flexible investment mandate allows us to tailor a customized investment approach to every deal

Flexible and Tailored: Ability to craft our transaction structures and operational support to meet the unique needs and strategies of each business in which we invest

Patient: Ability to make long-term investments and become trusted partners with portfolio companies without specified exit timeframes or obligations regarding investment horizons

Speed and Certainty: Ability to navigate difficult and time-sensitive transactions and execute with a rapid and transparent closing process, often with no financing contingencies

Our team takes a disciplined approach to value creation and will focus on four key areas:

Strategy: Active partnership with management teams to develop a detailed strategic plan focused on organic and inorganic growth, corporate governance and increasing cash flow

Operations: Drive transformation with operational optimization initiatives through the deep experience of our team and operating partners

People: Incentivize through competitive management compensation packages, supplement management with world-class executive talent, establish positive ownership culture and attract operational and strategic-focused Board of Directors members

Financials: Utilize conservative financing structures with moderate leverage levels coupled with additional equity capital available to support growth investments and synergistic add-on acquisitions

GET IN TOUCH WITH US

11755 Wilshire Blvd Suite 1400 Los Angeles, CA 90025 | 310.806.9780