We segment our investment models into one of three deal archetypes where we work with our management teams and strategic partners to build sustained long-term growth.
The core of what we do and expected to be 60-70% of our future portfolio
Emphasis on expanding growth through the extension of products, channels, and geographic adjacencies
Transitional upgrades to organizational infrastructure, go-to-market strategy, and production capacity likely
Typical for initial platforms to have a leverageable infrastructure
Scale provided through add-on acquisitions of the "same or very similar assets"
Companies characterized by a repeatable model with a differentiated degree of customization
Companies that are part of a secular growth trend over an extended timeframe
Platforms with limited business cycle decline
Often higher priced platforms which could represent 10-20% of our future portfolio