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.
Middle Market 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.)
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
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
11755 Wilshire Blvd Suite 1400 Los Angeles, CA 90025 | 310.806.9780