Merchant Banking Value Creation

Our approach to value creation aligns market needs, strategy, organizational structure and knowledge-based execution. It draws from the many operational and investment facets of our previous front-line experience and comprehensively addresses the financing challenges currently faced by our investment candidates.

During the post-investment phase, we enhance value by providing:

• Operations oversight and support with periodic reviews to enhance business backlog
• Business development insights, strategic alignments and management training guidelines
• Review of program performance and EBITDA margins and periodic budget reviews
• Assistance in formulating growth strategies including organic, teaming and joint ventures
• Proactive M&A candidate introductions
• Identification and recruitment of senior management talent

As we partner with our investment candidates, we focus on the following:

• Top line growth
• Margin improvement
• Achievement of critical mass
• Appropriate capital structures
• Growth strategies beyond organic growth through:
  • Teaming
  • Joint ventures
  • Strategic M&A
• Proactive exit planning and execution