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Realize your company's full value potential

We bring more than just capital to the companies we invest in. We also provide resources and expertise to help accelerate growth (organically and through M&A), improve operations and create value for all stakeholders. 

Portfolio Company Services

Growth Strategy

  • Analysis of current profit pools and strengths

  • Assessment of the size and growth rates of different opportunities

  • Analysis of value chain and industry economics

  • Competitive landscape analysis

  • Business planning and forecasting for new opportunities

  • Growth strategy implementation 

Mergers & Acquisitions

  • Acquisition and Partnership opportunities identification

  • Valuation

  • Investment thesis generation

  • Due diligence

  • Merger integration

Operational Improvements

  • Salesforce development

  • Key customer account strategy and retention

  • Organizational design and effectiveness

  • Cost reduction

  • Improving customer service

  • Pricing strategy and design

  • Employee benefits and retention 

Financing

  • Extensive banking and lender relationships

  • Appropriate capital structure for stage and goals of business

  • Negotiation of key terms with lenders

Interested in learning more?

Contact us by email.

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