CRITERIA


Company's Role

 

Buyer's Daily Focus

 

Source of Capital

 

Value Creation

 

Time Horizon

 

Seller's Involvement

Elm Equity Partners


Our only investment to which we will dedicate 100% of our time and resources

 

Leveraging the strength of the business acquired to use as a platform for growth as the company evolves into its next stage of growth

 

Cohesive group of entrepreneurial-minded investors with relevant bandwidth and expertise to support the business' ongoing growth

 

Revenue growth, streamlining of operations, and best practices in long-term sustainability

 

Long-term with no pre-determined time horizon

 

Flexible - Complete exit or ongoing participation. We will also tailor the transaction to accommodate estate planning, tax, and family needs.

Other Firms


One of many portfolio companies

 

Finding and executing other deals

 

Pension funds, insurance companies, endowments, and disengaged individuals

 

Financial engineering, cost-cutting, high-level strategy

 

Typically 3-7 years depending on fund timing

 

Typically require 2-3 year commitment

Strategic Buyers


Subsidiary or division of larger entity retrofitted to fit the parent company's agenda

 

Driving financial performance of corporate parent

 

Diverse base of public and / or private investors

 

Synergies with parent business, cost-cutting

 

Uncertain: subject to ongoing fit with parent company's strategy

 

Varies, often with significantly diminished participation in future levels of success