Sunday, September 19, 2010

Investment Fund Seeking eDiscovery Acquisition Opportunities

Overview
A private investment fund (investor) has formed to locate, acquire, and operate a small to mid-sized company while increasing its value using proven management methodologies and capital restructuring as needed. Investor is looking for profitable companies in the e-discovery industry. Investor represents the capital and experience of a team of seasoned operators, entrepreneurs, and investors that are dedicated to creating long-term value. Investor’s energetic management team is committed to ensuring the long-term growth while preserving the culture, reputation, and customer relationships of any investment it undertakes. Investor has the ability to close deals quickly without the need for extensive bank financing and they offer attractive liquidity options for owner/operators seeking to exit the day to day management of their business.

Investor provides liquidity to business owners, supply capital for growth and ensures continuity to customers, employees and the community. Investor operates in an ethical and principled manner based on deeply held values of integrity, hard work, fairness, and transparency.

Objective
Investor’s mission is to build long-term value through acquiring, operating and growing a privately held business. Value creation may include extensions of existing product and service lines, augmenting sales and marketing functions, improving internal work processes, and employing innovative incentive and HR programs. It may also include external growth, when appropriate, through additional acquisitions and expansion into new service lines and geographic territories. Investor seeks to partner with highly ethical management teams that share our enthusiasm and hands-on approach to building and growing world-class enterprises.


Investment Focus
Financial:
- Revenues between $8-50M
- EBITDA $1.5-6M
- EBITDA Margin of 15% or greater
- Transaction value of $10-50M

Company:
- History of strong free cash flow and profitable operations
- Recurring revenue streams
- Senior management seeking to exit or partner with a new management team

Industry:
- Well positioned in the eDiscovery industry or sub-industry
- Opportunities to create sustainable competitive positions
- Large market with fragmented industry structure

Situational:
- Committed to management team
- Committed to growth
- Owner seeking liquidity and transition of operational responsibility

Value Proposition
As entrepreneurs themselves, investor recognizes that selling a business is an emotional process. Successful businesses are the product of years of hard work and dedication. Investor's team is comprised of a well respected group of executives, entrepreneurs, and investors, with extensive and diverse experience in managing, investing in, and growing businesses. The collective experience of the managing partners and the advising team allows investor to anticipate issues early in the process, enabling investor to facilitate a smooth transition. Investor understands that a long, drawn out sale process puts significant stress on the organization. Investor has capital ready to deploy and will work diligently to complete a transaction within the time-frame and terms originally agreed upon. Investor's number one priority is the continued success of the business and all of its stakeholders.

Investor is interested in acquiring a business at a fair market value that represents the company’s history of success and potential for growth. Investor's partnership structure provides them with flexibility to tailor a transaction to meet a business owner's needs with regard to liquidity options, tax issues and family members who may want to remain involved in the business. Investor support owner’s continued involvement in the business.

All discussions are held in the strictest of confidence.

If you are interested in learning more, please contact me at jenkins.bradley@gmail.com and I will be happy to make an introduction. Serious inquiries only please.

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