The end goal for each investment is to drive improved performance, both top and bottom line, and create long-term value. Our model of heavy operational involvement and partnership with senior management is designed to achieve these goals with maximum speed and minimal investment risk.

 

The approach follows discrete stages for the involvement of our partners in each investment, typically over the course of six to twelve months, depending on the needs of the business:

 

  • Complete transition of the business
  • Stabilize and improve daily operations
  • Launch long-term growth and improvement initiatives
  • Empower the management team

 

Our operational involvement with investments is designed to create good strategy, supplement and develop management teams, and build better companies. The guiding principles of our operational approach are:

 

  • Active, attentive partnership with management
  • Commitment to ongoing study of the company and industry
  • Candor and integrity in every business dealing

 

Our operational involvement can include:

 

  • Setting and implementing new growth strategies
  • Launching operational improvement programs
  • Restructuring the balance sheet or recapitalizing the business
  • Identifying and recruiting executive hires
  • Developing and negotiating add-ons, divestitures, or partnership opportunities
  • Facilitating and negotiating a company exit