Private Equity With a Difference

We invest our own capital alongside yours, so our goal is to deliver long-term, superior returns with comparatively moderate risk. We are less concerned with exit strategies than in long term value creation. We don’t want to run companies; we rely on our management partners to do that. And we don’t have a set of fixed investment parameters; we are open to a wide range of industries and transaction structures. Most importantly we are looking for exceptional companies with a clear vision of growth.

We partner with exceptional management teams. We have no industry preferences, and can be majority or minority investors.

A few things we look for:

  • A strong management team with a strong equity incentive to grow the value of the company
  • Transaction sizes of $5 million – $50 million; but can go smaller or larger
  • Profitable, cash-flow-producing businesses with above-average margins and return on invested capital
  • Companies with growth potential through multiple avenues, not simply stable cash flow that can be leveraged
  • A need for capital driven by: (a) growth or expansion capital or (b) situations where one or more existing shareholders desire liquidity but there is a continuity of management.

A few things we do not look for:

  • Venture capital investments
  • Turnaround situations
  • Start-ups or early stage investments

Why Sanders Morris?

  • We will give you a quick and honest answer
  • If our answer is “no”, that does not mean that you have a bad company, but rather it does not fit our investment “sweet spot.” At times, we may have some insight or even suggestions of other investors
  • If it is a good fit, we will:
    • Pay a fair price;
    • Work diligently to close the transaction on mutually satisfactory terms; and
    • Be good, constructive partners to assist you in executing your plan, within our fiduciary responsibility.