STRATEGY
We employ various strategies such as buy & build, corporate carve-outs, turnarounds, and transitions for family-owned and entrepreneur-led businesses.
After the investment closes, our teams collaborate with members of our Executive Advisory Panel and company management to hone these broad strategies into detailed, actionable plans throughout the investment period. Using our P.G.O.® framework, we relentlessly pursue excellence in our investment thesis execution post-investment, drawing on our industry-specific experience to maximize value within our portfolio companies.
Post-investment, we continuously refine our understanding of each business through detailed product roadmap evaluations, sales pipeline and backlog assessments, budget planning, cash flow management, and other key operational areas, including HR and IT, to develop and execute strategies that enhance value.
PEOPLE
Our firm prioritizes selecting the ideal leadership team as a fundamental component of successful investment value creation. We conduct thorough evaluations of management teams during our diligence process and, when necessary, recruit top-tier executives post-investment to enhance or expand the existing leadership. Additionally, we support our portfolio companies by incorporating members from our Senior Advisory Board into management roles or boards, concentrating on specific drivers of value creation.
We align management's incentives with the success of our investments through performance-based compensation packages, including annual bonuses and equity stakes. Our investment professionals foster robust, active partnerships with portfolio companies, promoting a culture of cooperation, transparency, and open communication, all reinforced by stringent governance and precise reporting standards.
OPERATIONS: P.G.O.V.E.
Our approach is built upon the pillars of Predictive, Generative, and Operational Excellence. We specialize in crafting creative solutions to operational challenges, providing resources that small- and medium-sized companies often lack. Whether you have a startup idea, a company to sell, or a business in need of restructuring, our framework is tailored to empower your venture for success. With a focus on generating tangible results, we offer strategic guidance and hands-on support to navigate complexities and unlock potential growth opportunities. Experience the difference with our comprehensive approach to value creation.