Investment Strategy
The Fund Strategy is to focus on acquiring undervalued
privately held companies that are in need of “professionalization”,
management and structure. By implementing proven business
disciplines and strict management control systems we will
increase our multiples at exit and reduce our
pre-acquisition pricing risk substantially.
Investment Focus Areas of
particular investment focus will include:
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Manufacturing – all types
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Electronics
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Healthcare, information technology, technology-enabled
business services, and low-tech operating companies
►
Distribution
►
Business Services
►
Turnarounds/distressed
Investment Paraemeters
►
Expansion capital versus research and development
►
Strong Market demand for product or service
►
Grow via internally generated funds
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Need for management assistance and structure
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Ability to achieve IRR greater than 50% at exit
►
3 to 5 year time frame to exit
Key Investment Criteria
►
Longevity- At least 5-7 years in operation under same
ownership
►
Positive
historical revenue and cash flow trends
►
Minimum $3.5 million in sales and $750, 000 in cash flow
►
Traditional businesses with “real” market opportunity
►
Potential for significant improvement through growth
initiatives
►
Reasonable exit alternatives |
