APPLIED EQUITY
We Help Young Entrepreneurs Succeed Using A Unique Expert-Mentor Model
B2B Services | Software | Healthcare
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Applying world-class talent, unique networks, and growth equity to mentor search funds.
We complement institutional investors.
We are former McKinsey Senior Partners with decades of hands-on executive problem-solving and business experience in relevant search industries. We are principal investors with a long-term hold perspective.
*Prospective searchers should contact us via warm introductions from institutional investors*
How we are different
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Top management business advisors with skills tailored to small-cap experience​​
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Senior interaction and coaching model
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Distinctive expertise and contacts
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Thought leadership around tailwinds, theses, frameworks, and metrics
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Growth-oriented investment approach
OUR EXPERIENCE
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Search Fund Investors since: 2004
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Searchers Supported : 100+
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Companies Acquired: 70+
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OUR SWEET SPOTS
Apply strategy, growth, and performance improvement to:
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B2B services with compliance requirements
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Tech-enabled services
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Vertical and niche horizontal software
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Health care practices, services and technology
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Multi-unit rollouts and rollups
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OUR VALUE ADDED
Add value at the key moments in the search fund journey
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Monthly and ad hoc check-ins
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How to improve response rates?
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Which industries to search in?
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How to build trust with sellers?
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How to construct price for a given deal?
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How to assess a given deal
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pre- and post-LOI
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Unpack, assess, price, and structure a potential deal?
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What are the key bets?
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What will be critical to diligence?
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OUR FOCUS
Partner with a limited number of searchers each year who align with the Applied Equity focus
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Distinctive professional backgrounds
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Self-aware, coachable
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Street smart with high integrity
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Connection and chemistry