Investment Strategy and Criteria

The investment criteria

Alturus seeks to partner with quality management teams that share our core values, share our passion for building great business, and seek a true partner. We recognize every partnership is different and offer flexible transaction structures to meet each owner’s unique requirements.

Typical Target Profile:

Alturus pursues both mature businesses with a track record of stable or growing EBITDA as well as younger businesses with a history of significant annual revenue growth and positive profitability. General size guidelines include: Revenues of $10mm - $150mm, EBITDA of $3.0mm - $15.0mm, Enterprise Value of $10mm - $100mm. Alturus can pursue larger transactions on an opportunistic basis by leveraging our network of like-minded investors.

Geography

Domiciled and primary operations in the United States

Transaction Types

Majority Recapitalizations
Executive-Led Acquisitions
Growth Equity
Minority Recapitalizations

Sectors

Business Services
Software and Tech-Enabled Services
Consumer
Specialty Distribution & Manufacturing

Investment Approach

Flexible. Patient. Partner.

Flexible and Nimble

Since no two companies or deals are alike, we treat each transaction as a unique opportunity to create a lasting partnership that will benefit all stakeholders. We bring the rigor, experience and support of institutional capital without the rigidity or decision-making layers and processes.

Patient, Long-Term Capital

We invest capital on behalf of a family office – the ultimate in patient capital sources. We are investing for generations in the future and not for the next fundraising round, which allows a level of patience that often provides us a competitive advantage in optimizing our exit timing.

Partnership with Management

First and foremost to every investment we make is the partnership with Management. We understand that no one knows and understands the business like the Management Team, and therefore focus our efforts in supporting them to achieve shared success.

Investment Philosophy

Integrity. Transparency. Rigor.

Invest in High-Integrity People

It has taken careers to build our reputations for trust worthiness and the utmost in integrity. We seek to partner with those that conduct themselves in the same manner, and value that quality in a partner. Investing in high-integrity, talented people is a core principal and value of our Firm, and the start of every great deal.

Build Transparent Relationships

Transparent relationships – built on trust – are vital to any partnership. We approach relationships in a very straightforward way so that our partners always know where we stand and what they can expect. Our best partnerships and biggest successes have been built on this foundation.

Bring a Rigorous Approach to Creating Value

No one works harder at building and growing your business than you do. We are operators by nature and will roll up our sleeves and work just as hard – with you. We apply tried and true institutional value creation techniques with a family office touch in order to help management leverage their skill sets and resources.

Value Creation Strategy

Strategy. Systems. Growth.

The value creation process is a collaborative endeavor to map out what we as a group plan to achieve over the next several years.

The end result of this value creations process is an organization that is better equipped to take advantage of the market opportunities in front of it and one that is poised to grow and create value for all stakeholders

Our Process

Strategy

We work with you to build out the strategic plan for the next 1, 3, and 5 years – providing a road map of where the business needs to go

Systems and Process

We help refine management reporting tools, budgeting processes, IT systems, etc. to make sure the business is equipped to take the next step

Management

In collaboration with the CEO, we ensure the team has the right players on the field, they are in the right position, and properly incentivized

Growth

We will help deliver on growth strategies (M&A, sales force expansion, product or geographic extensions, etc.) via support and relationships

Efficiency

We use our collective experience, relationships and processes, to help find opportunities to do what you do even quicker and cheaper

Exit

We help you exit the business in the optimal way - given our experience and relationships – maximizing the after-tax value for all stakeholders

PROVEN RESULTS

In myriad ways over the past 5 years, the folks at Alturus have crafted impressive enhancements to our business. Most importantly, the hows and whys of their craft are what set Alturus apart in dramatic fashion - they know and demonstrate in all they do that all prospects of real and lasting success have integrity and mutual confidence as their bedrock underpinnings.

Shep Bailey
CEO at Timberline Gas

Having Alturus as a capital partner feels like a big sigh of relief – they are not your typical “private equity” guys. Alturus really wants what’s best for your business long-term and are committed to supporting their management teams. Most importantly, they have integrity and I know I can trust them through the typical bumps in the road that every company faces.

Will Robinson
CEO at Encapture

After first meeting with Chad, my partner and I knew we were dealing with a solid and straightforward equity group that could assist us with going to the next level. Along with having similar values and a high degree of integrity, Alturus’ approach was genuine and authentic and we truly felt they cared about partnering with our company. Partnering with Alturus Capital was a seamless transaction as they did exactly what they said they would do for the best interest of both our company’s. We are extremely pleased with the Alturus team and stand ready to grow the business together with our new partnership.

Terry Hix
President at Reliance Aircraft International

Working with Alturus is like working with family…they are easy to engage with along with being very supportive.

Ken Weskamp
COO at Timberline Gas

We were searching for a lot more than just a capital partner, and in Alturus we found a truly strategic partner that possesses an extremely rare combination of experience in business, long term patience and support, and the type of focused energy needed to actually deliver on their commitment to our partnership. Our organization has a mantra that we even share on our website -- “Do what you say. Period.” It is a liberating pleasure to be aligned with a group that truly lives by that same mantra and holds themselves accountable in their support of our efforts.

Jeff G. Brock
Managing Partner of Hargett Hunter