Executive Operating Partners
We partner with accomplished operating executives to identify opportunities where the executive can become either (1) a part-time advisor, co-investor and/or board member, or (2) a full-time executive with a company as Active Chairman, CEO or other ongoing senior role.
Our approach is to help operating executives develop their own targeted investment criteria – leveraging their operating strengths and industry domain expertise – to create a specific thesis and value-creation plan.
the investment process Includes
Formulating an investment thesis that has, as its core, a detailed strategic growth plan
Identifying and evaluating potential investment targets
Executing a thorough, but expeditious, due diligence plan
Consummating the investment
Attributes of prospective executive operating partners
Successful track record in growing EBITDA and creating shareholder value
Time available to triage, and potentially search for, investment opportunities; often “in transition”
Willingness to roll up sleeves in smaller company situations
Strong industry domain expertise; ability to understand market dynamics, customers and vendors
Full P&L experience of at least $150M in revenues with knowledge across all functions including sales and marketing, operations and finance
Benefits for executive operating partners
Tapping into our deal sourcing network
Owning a meaningful ownership stake in a business and generating substantial personal wealth
Deploying your skill set and domain expertise in a well-capitalized, industry leading company with the support of a seasoned investment group backed by patient, flexible capital