Strategy

Scott would like to find a lower middle market company to invest in and manage. He has developed a passion for growing entrepreneurially owned businesses and believes that concentrating his focus, time and capital over a long investment period will yield favorable results.

Relevant experience:

• Reviewed and evaluated hundreds of investment opportunities and have a detailed knowledge of multiple industries

• Completed numerous platform investments, add-on acquisitions and divestitures

  • Significant experience determining and negotiating company valuations and other deal terms

  • Coordinated and performed due diligence projects

  • Negotiated definitive legal documentation including purchase agreements, employment agreements and other ancillary documents

  • Arranged third-party financing

• Spent significant time monitoring investments post-closing

  • Served on multiple boards of portfolio companies and worked with numerous executive teams

  • Recruited and hired senior executives

  • Assisted with development of growth strategies and new business initiatives

  • Assessed and executed many add-on acquisitions

• Attractive track record of maximizing sale proceeds upon exit

  • Relationships with investment bankers, intermediaries and financial sponsors

  • Developed criteria for selection of investment bankers and assisted with preparation of marketing materials

  • Evaluation, negotiation and execution of definitive legal documents