A Key Element of our Culture is Adding Value to our Platform Companies
We accomplish this by bringing deep strategic, operating, regulatory and capital markets resources to our businesses. Our investment team and operating partners possess deep industry and cross-industry experience. This network and experience helps accelerate the development and execution of our investment strategies in partnership with management while minimizing avoidable missteps. Our value-add can be categorized into four critical areas:

Strategy
Through active participation as both a member of the Board of Directors and a strategic and financial partner, we support management’s efforts to grow their business and provide thoughtful guidance on value creation initiatives.

• Identification of economic trends, regulatory issues and business implications
• Market definition and expansion opportunities
• Competitive assessment
• Opportunistic entry into new markets
• Customer segmentation
• Product and service extensions
• Add-on acquisition identification

Management
Management of our portfolio companies is the key to building and creating value. Our goal is to be aligned and work collaboratively to enhance organizational effectiveness, as well as support and preserve their culture as the business grows.

• Management leadership development
• Key personnel recruitment
• Board member recruitment
• Performance system development

Operations
The management teams of our platform companies will have access to proven industry executives with years of operating experience. Our investment team has spent its entire career working with lower middle-market businesses. Together, we will support our portfolio companies’ goals and help provide the infrastructure required for long-term success.

• Business planning, goal development and monitoring
• Identification and implementation of best practices
• Implementation of business processes and infrastructure to support growth
• Benchmarking and market reconnaissance
• Support through Operating Partners as needed
• Optimization of business model
• Acquisition integration

Finance
Our efforts in this area are driven to help ensure that management has the appropriate financial tools and resources to realize its vision for the future of its business.

• Access to debt and equity capital
• Capital structure optimization
• Implement financial reporting systems and processes
• Acquisition financing