applying domain expertise and strategic vision
to our investments

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Executive Operating Partners

We partner with accomplished operating executives to identify opportunities where the executive can become either (1) a part-time advisor, co-investor and/or board member, or (2) a full-time executive with a company as Active Chairman, CEO or other ongoing senior role.

Our approach is to help operating executives develop their own targeted investment criteria – leveraging their operating strengths and industry domain expertise – to create a specific thesis and value-creation plan.  

 

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the investment process Includes

  • Formulating an investment thesis that has, as its core, a detailed strategic growth plan
  • Identifying and evaluating potential investment targets
  • Executing a thorough, but expeditious, due diligence plan
  • Consummating the investment

Attributes of prospective executive operating partners

  • Successful track record in growing EBITDA and creating shareholder value
  • Time available to triage, and potentially search for, investment opportunities; often “in transition”
  • Willingness to roll up sleeves in smaller company situations
  • Strong industry domain expertise; ability to understand market dynamics, customers and vendors
  • Full P&L experience of at least $150M in revenues with knowledge across all functions including sales and marketing, operations and finance

Benefits for executive operating partners

  • Tapping into our deal sourcing network
  • Owning a meaningful ownership stake in a business and generating substantial personal wealth
  • Deploying your skill set and domain expertise in a well-capitalized, industry leading company with the support of a seasoned investment group backed by patient, flexible capital