APPLIED EQUITY
We Help Entrepreneurs Succeed Using A Unique Expert-Mentor Model
Software | Healthcare | B2B Services
Applying world-class expertise, unique networks, and growth equity to mentor search funds.
We complement traditional investors.
We are former McKinsey Senior Partners with decades of hands-on executive experience in relevant search industries. We are principal investors with a long-term hold perspective.
How we are different
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Top management business leaders with decades of large- and small-cap experience
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Distinctive industry expertise and contacts
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Thought leadership around tailwinds, theses, frameworks, and metrics
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Growth-oriented investment approach
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Senior interaction model
OUR EXPERIENCE
Search Fund Investors since: 2004
Searchers Supported : 100+
Companies Acquired: 70+
OUR SWEET SPOTS
Apply strategy, growth, and performance improvement to:
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Vertical and niche horizontal software
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Tech-enabled services
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Compliance-based B2B services
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Health practices and services
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Hospital services
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Multi-unit rollouts
OUR VALUE ADDED
Add value at the key moments where expertise matters in these industries
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Search launch and pivot
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What are the right business profiles and metrics?
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Which segments to focus on?
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pre- and post-LOI
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How to 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 searchers and CEOs who align with the Applied Equity focus
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Relevant industry theses
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Distinctive professional backgrounds
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Self-aware, coachable
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Street smart
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Connection and chemistry