
OUR APPROACH
Our Approach
the alternative
Approachable: speak in a competent but casual tone, aspiring to avoid using consulting/finance jargon in favor of practical conversation as you would talk over coffee with a smart sibling.
VS.
Frequent use of finance and consulting industry language. An intentional or unintentional condescension to those that don't share the background and understanding of those terms.
Expertise drawing on years of experience in operating roles combined with investment acumen, bridging the gap between strategic decisions and day-to-day realities.
VS.
"Industry Specific" experience is at the investor level, but they have never sat in your seat running day-to-day and dealing with high-volume operating decisions.
Hands-on involvement with clients and companies we've invested in, ensuring deep partnerships with management beyond quarterly board meetings.
VS.
High-level involvement, typically only having the capability to dig into the business at quarterly board meetings with little helpful communication in between.
Active participation in administrative tasks, from contract review to software implementation, to alleviate growth barriers for small businesses and drive effective communication.
VS.
Have ideas and understand what to do next, but often don’t effectuate change and are unable to execute on the ground and handle the associated communication.
Focus on return multiple of capital invested rather than short-term IRR (Internal Rate of Return), prioritizing patient capital and strategic reinvestment for maximum shareholder value.
VS.
Aim to maximize IRR by extracting excess cash flow, potentially creating unnecessary cash flow constraints vs. reinvesting and also aiming to sell the business sooner rather than later.