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
 
  1. Top management business leaders with decades of large- and small-cap experience​​
  2. ​Distinctive industry expertise and contacts
  3. Thought leadership around tailwinds, theses, frameworks, and metrics
  4. Growth-oriented investment approach
  5. 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: 

  • Vertical and niche horizontal software

  • Tech-enabled services

  • Compliance-based B2B services

  • Health practices and services

  • Hospital services

  • Multi-unit rollouts

 

OUR VALUE ADDED

Add value at the key moments where expertise matters in these industries

  • Search launch and pivot

    • What are the right business profiles and metrics? 

    • Which segments to focus on? 

  • pre- and post-LOI 

    • How to unpack, assess, price, and structure a potential deal?

    • What are the key bets?

    • What will be critical to diligence?

OUR FOCUS

Partner with searchers and CEOs who align with the Applied Equity focus

  1. Relevant industry theses

  2. Distinctive professional backgrounds

  3. Self-aware, coachable

  4. Street smart

  5. Connection and chemistry