Portfolio Company Operating and Transformational Approach
Due Diligence -
The Firm drives confidence that the target’s financials are accurate, ensures performance forecasts (including synergies) are valid, and understands the key drivers of EBITDA growth supporting our investment thesis.
Value Creation -
Once the deals are closed, our team will assist the management teams to capitalize on the first 100 days post investment and work to maximize value during the overall investment hold period. The Firm will position the companies for continued growth by effectively leveraging technology and implementing strategic operational improvement plans.
Management Advisory -
The Firm will partner with the management teams to develop first class management techniques, streamline operations, bolster sales teams to maximize revenues, and reduce and optimize cost structures.
Execution
The Firm's founding partners combine deep operational experience and public policy involvement with subject matter expertise in the technology and manufacturing sectors. The founders are supported by best-in-class legal, research and other professional service providers in sourcing, underwriting, executing, monitoring, and exiting the Firm's portfolio company investments.
Exit Strategies
Strategies for exiting portfolio investments include the following:
Majority Positions
- Sale to strategic acquirer
- Sale to financial acquirer
- Going public
- IPO
- Regulation A
- Merger into shell
Minority Positions
- Sale in PE secondary market
- Recapitalization
- Establish evergreen fund
- Access to more opportunities
- Free of timing constraints
- Periodic liquidity for investors
Fund Return Profile
Strathmore Capital is targeting fund returns profiles that are in-line with or exceed returns of the median return for the lower middle market PE space. 1/
1/ Any performance information included in this site is presented for illustrative purposes only and is not indicative of the future returns of any of the funds to be managed by Strathmore Capital and there can be no assurance that such funds will achieve comparable results, be able to avoid losses or be able to implement their investment strategies.
