invest with conviction

CEO-Led Investments

A committed partnership between your firm and a respected industry leader delivers both credibility and visibility in the market for your sourcing initiatives. We help private equity firms proactively source investments by identifying "backable CEOs" and "EIRs" whom you can build an industry-specific origination strategy around. Collaborating with these individuals helps in identifying, acquiring, and building standout investments while also establishing a preferential edge with sellers in competitive situations.

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case studies:

  • Brand Marketing Workflow Software

    Our private equity client was in the IOI phase of an investment in a rapidly growing software company providing marketing workflow collaboration to high-end brands. The software allows multiple stakeholders in the advertising creation process (models/celebrity spokespeople, the advertiser, photographers/directors and ad-agency representatives) to provide real-time feedback on various artistic considerations. Key concerns for our client centered on understanding:

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  • Drilling Deep to Find the Right Expertise

    A private equity group was evaluating the purchase of an industrial-cleaning company with Fortune 100 customers in the oil, paper, utility, and steel industries. To get comfortable with their investment, our client needed to connect with people who understood:

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  • Retail Apparel Tagging

    The world of fashion has changed. Gone are the days of seasonal clothing lines. Instead, clothing manufactures are continuing to push their designers and their manufacturers to turn out new lines in a matter of weeks. Our client was interested in an apparel tagging company that has the capabilities to keep up with the new speed of fashion.  Before moving forward, our client needed to better understand the adoption of fast fashion, the role of customer service and how the larger competitors felt about jumping into this niche space. 

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