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:

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

Geography

Domiciled and primary operations in the United States

Transaction Types

Transaction Types

  • Majority Recapitalizations
  • Executive-Led Acquisitions
  • Growth Equity
  • Minority Recapitalizations
Sectors

Sectors

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

Investment Approach

Flexible. Patient. Partner.

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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.

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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

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

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

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

Growth

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

Efficiency

Efficiency

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

Exit

Exit

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