Approach

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.

Scope Build-Ups

  • 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

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Scale Roll-Ups

  • 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

Secular Growth Plays

  • 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

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