FAQ
Got questions? We've got answers.
Do you have a mission as an investment company?
Our motto is "Grow to Win" and we seek growth in everything that we do. U.S. SMBs comprise 50% of the national GDP but get way less attention than the big-big businesses. Our mission is to empower SMBs to accelerate maturity, growth, and profitability by "bringing sustainability, flexibility, and profitability" to U.S. companies, thereby fostering positive change to the U.S. economy.
What is your investment strategy and focus?
We like to see responsible business owners with stable businesses that have either maintained steady growth or have reached a growth plateau where are skill sets and programs can provide a break through to the next level.
What level of control do you expect?
We primarily seek to acquire controlling interest in portfolio companies. We acquire minority interest in select cases.
Can the previous owner stay on after the sale?
We are open to the owner staying on in either the same or a different role. Also, we prefer to promote from within where it makes sense.
How do you evaluate growth potential?
We look at each growth opportunity like a mini-investment with its own risks, costs, time horizon and forecasted profits.
Which valuation methodologies do you use?
We use the valuation methodology most appropriate to the business and its industry. Most importantly, we will be immediately transparent about the method with you the seller, so everyone is on the same page as we build a partnership.
What is your exit strategy?
Our exit strategy is to organically grow portfolio companies through our proven GrowX programs then sell them to larger investment firms at higher multiples.
Do you use AI as investors?
We leverage a plethora of public and private artificial intelligence, algorithmic, machine learning, generative AI, agentic AI, and responsible AI frameworks and platforms. Our founder was fortunate enough to work as a developer on the team that built the global leader platform for commercial real estate valuations, which leveraged Nobel prize winning mathematics, large data models, and advanced sensitivity analysis. The associated certifications are taken by top tier graduate universities throughout the world.
What is your investment horizon?
We seek to buy companies in 30-90 days on average. We're data driven, transparent, and fast.
What is your intended hold period?
We seek to hold investments for 5-7 years.
Do you provide capitalization, debt notes, etc. as a passive investor or LP?
We avoid being passive investors because our mission is to bring Fortune 50 level practices and insights to U.S. small and medium businesses.
What kind of support can you provide beyond capital?
We offer a deep global network of enterprise growth engineers and technical leaders, domain knowledge experts, and innovative funding partners. We also leverage the proven power of our GrowX programs that combines classic business architecture with bleeding edge technologies.
What are the most common reasons that owners give for selling?
We hear these reasons the most often:
- Retirement
- New Venture
- Estate Planning
- Tax Planning
- Growth Stagnation
- Growth Constraints
- Health Issues
- Marriage/Divorce/Separation
How does the ValueX program work?
We use a "positive value stacking" method in which we calculate FMV and subtract a risk percentage and any replacement costs. Then we add back any assets in the business. Finally, we quantify each growth opportunity. In most cases, this results in Due Diligence raising value in discovery balanced with a balanced funding structure to create a winning deal for all sides. The second part of ValueX comes after the sale and the 90 day transition planning period; this is where we lay out the tracks for the value multiplication roadmap. You may want to take the journey with us when you see it for yourself.
How does the GrowX program work?
We apply a rigorous sequence of growth frameworks across all core business units that results in holistic growth so that the business is sustainable as it crosses levels of growth. This program is about change, not slapping quick fixes on problems. We're looking to work with people who take pride in their work to achieve a high level of excellence in products and services for customers.
