Investment Value Creation

Strategic Advisory

Operational Improvements

We have worked or invested in various businesses in the Consumer, Financial Services, Healthcare, and Media & Entertainment through cycles and regulatory paradigms. We help our companies think through issues drawing from past experiences and best practices.

Define go-to-market strategy
Fine tune sales process and cycle
Secure partnership
Define governance

Every business can benefit from a review of their operational protocols. Our partners and advisers have completed initiatives alongside or directly inside portfolio companies.

Source and produce prototypes
Optimize production of on-going products
Improve packaging and branding
Implement or upgrade IT systems
Integration and transition following M&A

Financial and Capital Markets Advisory

We bring our significant financial bench strength to our portfolio companies.

Budgeting
- Design reporting packages
- Manage and optimize cashflow
- Streamline AP / AR functions

Forecasting
- Build and evaluate forecast models
- Create and structure incentive plans

Capital raising
- Prepare investor decks
- Formulate valuation views
- Evaluate best capital sources
- Facilitate connections with capital sources

M&A
- Explore potential targets
- Support diligence efforts
- Source or/and provide capital
- Help with deal structuring
- Aid in post transaction integration

Capital Support

Our goal is to see our businesses flourish and generate superior long-term returns. We are ecstatic to continue providing capital to fund profitable growth.

Provide acqusitions funds
- Acquisition of competitors or complementary businesses
- Roll-ups or de novo build outs

Improve capital structure and lower cost of capital
- New capital or collateral for cash management or capital structure optimization purposes

Facilitate changes in management or investors
- Buy-out of key management teams
- Investors seeking exits
- Liquidity for special situations (e.g. family emergencies or leaves of absences)