Private EquityInvesting

What is Private Equity ?​

Private equity investments typically implement an active management approach toward private business operations and financing, focusing on internal improvements and financing organic and inorganic growth through further acquisitions.

Most private equity investments involve extended time horizons, focusing on long-term investing results over short-term profits. However, with an active ownership focus combined with financial leverage, private equity investing *can produce higher returns than typically experienced in public equity markets. ​

*Private investments are risky. Investing in them can cause investors to lose part or all of their investment principal. ​

We prioritize collaboration and precision at every stage.

We implement a unique, strategic approach above and beyond most private equity funds in how we target, source & operate our private equity investments. Our unique access to private, off-market deals in the lower middle-market gives our limited partners greater exposure to untapped private equity investment opportunities.

Why Us

  • As an essential element of a balanced investor portfolio, sophisticated private equity investors are seeking differentiation in how their private investments are allocated across various private equity firms.
  • Limited partner private equity investors are also interested in unique private equity fund structures and private market exposure that matches their specific investment goals, including cash flow profiles, overall fund costs and private equity risk/return objectives.
  • We take a holistic approach toward private equity firm portfolio allocation, structured to offer solutions that appropriately align with client objectives and deliver on our fund goals.
  • We recognize our limited partners can choose among any number of private equity funds. But, we believe we have a unique approach to the market that gives us the upper-hand on sourcing deals that provide alpha.
  • Unlike publicly traded mutual funds, a private equity ETF, other exchange traded funds or even other private and public markets, our approach to the private equity universe is uniquely suited for investors looking for alternative investments to round out a balanced portfolio.

Limited Partner Investors​

We partner with institutional and individual accredited investors looking for unique, untapped exposure to middle-market private equity.

  • Institutional Investors:

    Sophisticated institutional investors (including hedge funds, venture capital firms, family offices, sovereign wealth funds, pension funds) with equity and debt capital for initial platform acquisition and follow-on investments in profitable, strategic companies.
  • Individual Investors:

    Sophisticated, individual, third-party accredited investors looking for exposure in profitable middle-market private equity opportunities.
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The Market Opportunity

Small business private equity firms represent an unprecedented and untapped opportunity. Under-tapped private equities and private debt opportunities abound.

  • There are some 30M+ small to medium sized businesses in the United States
  • Roughly 160K fo these businesses produce $10M to $100M in annual revenue
  • But less than 1% of private equity fund assets under management (AUM) target these private companies

Small businesses in the United States represent an $8T (with a "T") untapped institutional investment opportunity.

Our Unique Approach

By combining proprietary deal origination, data-driven target sourcing & operational expertise our private equity firm's processes are specifically tailored for generating positive outcomes.

  • Existing proprietary dealflow from years of online marketing expertise in M&A
  • Big-data deal sourcing that removes investing biases for finding off-market deals
  • Post investment support in finance, sales, marketing & operations

Unlike other private equity firms, we hold we hold a unique position in the market with our proprietary and data-focused access to targeted, profitable company sellers in the lower middle-market.

man in black shirt siting in front of computer

Heading

Unlike other private equity firms, we hold we hold a unique position in the market with our proprietary and data-focused access to targeted, profitable company sellers in the lower middle-market.

INVESTOR PARTNERS

LIMITED PARTNERS WITH A VALUE-ORIENTED LONG-TERM VIEW

Limited partner investors who prioritize simple capital structures and thoughtful planning.

  • Patient Institutional Partners
  • Sophisticated Individual Accredited
  • Value-Oriented Vision
  • Aligned Incentives for Growth
BUSINESS OWNERS

TARGET PARTNERS WITH AN EYE TOWARD LIQUIDITY

We partner with experienced business owners looking for a properly-structured exit

  • Profitable Operations
  • Discernable Value Proposition
  • Stable Revenues & Profitability
  • Seasoned Management
INDEPENDENT SPONSORS​

SEASONED OPERATORS WITH A COMPELLING THESIS-DRIVEN APPROACH

Aligning with seasoned executives with proven track records of operational success.

  • Operational & Executive Experience
  • Subject Matter Expertise
  • Ability to Source & Execute on Growth
  • Aligns with Vision of Investors