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What’s up, everyone! Today, we’re breaking down 4 successful private equity firms
Precursor: You don’t need a lot of money to become a successful PE firm. Many generate great returns with relatively little AuM!
Let’s dive in!
CVF’s website outlines their investment thesis for the public to see.
They invest in small and medium-sized businesses across the US. They do management buyouts, capital raises, mergers and acquisitions, and a lot more!
This is rare for a firm to do so many things; usually PE firms specialize.
They’re a unique company because they have so many connections to work with, which means they have good deal flow.
They invest in healthcare; that’s their vertical.
Interestingly, they co-invest, meaning they only take the minority stake in the investment.
They provide support for other PE firms investing in healthcare.
Leavitt offers to do the grunt work for other firms because healthcare is messy. But they’re super successful with it.
Like Lincoln said in my video…
“You don’t have to be the biggest hitter on the field to make money.”
They specifically invest in mature companies, most likely to be ma & pa businesses.
Tower Arch only invests in companies with revenue between $20M and $150M in revenue.
They’re one of the biggest PE firms in the world!
Headquartered in Switzerland, they have $127M AuM!
They operate in healthcare, consumers, industrials, real estate, and so much more.
There’s a quick breakdown of 4 successful private equity firms!
Check out my video to get more details on these firms!
“Despite the differences between these firms, each of them started out by acquiring one business and growing from there.”
Lincoln Archibald
So, don’t give up! Syndicate your first small deal then scale it!
That’s it for today!
Thanks,
Want to get direct guidance for your fund? Schedule a time with my Fund Advisors!
DISCLAIMER: This content is for educational and informational purposes only. It is not to be taken as tax, financial, or legal advice. You should always consult a legal professional before taking action. Furthermore, this is not a recommendation to buy or sell any security. The content is solely just the opinion of the authors.
