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Knowledge

 
Many founder-owned companies have underinvested in the sales and marketing function. Often the founder may have developed and maintained key customer relationships, making it difficult to scale. We believe that founders recognize the opportunity for sales and marketing investment but may not have had the risk tolerance or capital to unilaterally make these substantial investments.
Retention of existing management through appropriate incentives, as well as recruitment of new, talented executives, is paramount for successful growth companies. We have extensive experience evaluating, recruiting, and retaining top talent, while preserving and nurturing the culture that contributed to the company’s historical success.

Keeping up with technology investments is complicated for lower middle-market businesses. Robust systems are necessary for efficient scalability. We have also found that timely access to accurate information leads to better decision-making and improved profitability.

Our network of technology-focused resources possesses vast experience in the selection and implementation of numerous technology systems that help position companies to grow.

Fast-growing businesses generally have difficulty keeping up with infrastructure investments. Quality, efficiency, and scalability can all be enhanced by strategic investments in plant and equipment. We have a financial framework and the discipline to make these substantial investments, providing the thought partnership and risk capital necessary to mitigate capacity constraints and enable growth.

Fast-growing businesses generally have difficulty keeping up with infrastructure investments. Quality, efficiency, and scalability can all be enhanced by strategic investments and sound business assessments.

We have a financial framework and the discipline to make these substantial investments, providing the thought partnership and risk capital necessary to mitigate risk and capacity constraints while enabling growth. We don’t believe in using a burdensome amount of debt to finance our transactions. We create value by growing businesses, not deleveraging.

Thorough due diligence is a requisite, we highlight actual and potential legal risks associated with rapid growth. Our counsel can deliver proper risk management in ways – and at costs – that outside legal resources cannot. In this way, legal representation can actually improve equity value: rather than being a necessary evil, legal counsel can be an integral part of growth objectives. Counsel can also provide value to clients in the traditional ways: drafting and negotiating large customer and vendor contracts and real estate or office leases, guiding human resources through difficult employee matters, ensuring the portfolio company’s compliance with regulations, and protecting a portfolio company’s intellectual property.


Quite simply, our counsel can have a significant impact on the value of clients scaling plans. We touch everything from diligence, investor relations, marketing materials to legal documents as we raise plan growth, and then everything from term sheets to definitive legal documents as we provide counsel and scale. We serve a large advisory and risk management role with our clients, we are involved in analyzing, structuring and determining whether any business decision is in the best interest of our client.


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Capital
WorKing