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All of our clients have dedicated funds to invest in equity. Most have more than $100 million to invest in equity and a number of portfolio companies.
They like to partner with management. Among other things, this means they work at a strategic level and a board level after an acquisition. They do not operate companies.
They are also interested in investing in companies that have a growth component. Growth can either be internal or through acquisition of compatible companies.
Key members of management are encouraged to be part of the equity. Although most of our clients want a majority equity position, owners and managers are encouraged to coinvest alongside the Private Equity Group.
One popular type of Strategic Equity transaction is called a re capitalization, or a "recap." In a recap, current ownership takes a significant amount of money off the table today, yet continues with a significant ownership position going forward. It's like having your cake and eating it, too. Some owners are into their third recap. It makes a nice payday for the entrepreneur every three to five years.
Proud to be an active member of: Corporate Renewal
Management of under performing companies often need a coach or a turnaround consultant. Bear & Company has partnered with Business CPR to provide that service.