How We Unlock
True Potential
Your time is valuable. Our time-tested approach guarantees speed and efficiency from beginning to end of each investment process. Here’s how.
Roebling Value Added™
Businesses in the lower middle market are often run as “lifestyle” businesses, with ample opportunity and potential for creating value. However, many smaller businesses are led by founders who have limited access to talent, time, and resources to invest in the professionalization and growth required for undetermined value creation.
Roebling Value Added™ is how we successfully grow a portfolio company’s cash flows AND achieve a stair-step up in valuation, resulting in higher returns and reducing the likelihood of the inverse.
Rather than a “one-size-fits-all” approach, RCP strives to develop a unique plan for each portfolio company and accordingly deploy items from our enhancement toolkit:
A Multi-Phase Approach
RCP employs a phased approach to our underwriting process, which includes input, collaboration, and active, dynamic discussion with every member of our team.
1.
Initial Filter:
Review the deal to ensure it meets our minimum criteria requirements.
2.
Secondary Filter:
If it fits our criteria, conduct initial diligence with the Seller to gather more intel.
3.
Modeling:
Model the deal to see how our returns could look given certain capital structures and valuation.
4.
IOI Submission:
5.
Pre-LOI Diligence:
Conduct more in-depth meetings with management and dive deeper into operations.
6.
LOI Submission:
7.
Due Diligence:
8.
Closing/RVA™:
If LOI is chosen work to close the deal and begin portfolio monitoring / RVA™ initiative.
Growth Strategies
A private equity deal can provide multiple approaches to growth. We can assist you with any type of growth, including these typical scenarios:
- Provide liquidity to diversify wealth that was previously concentrated in one business
- Partner with management teams to develop and implement strategies for growth
- Support succession planning and talent pipeline development to bolster internal leadership
- Enhance business operations with new systems, processes, and procedures
Our Focus
Lower-middle-market companies make up a generally underserved market in terms of private equity transactions: not big enough to attract “big deal” firms, yet too established for venture capital.
We would know—we’ve worked extensively with and for companies in this category throughout our careers.
That’s why we’re best positioned to help ensure the best possible outcomes. This is our sweet spot.
Our Target Industries
- Outsourced services
- Asset-light logistics
- Value added distribution
- Education & training
- Industrial services
- Facility service
- Niche manufacturing
- Power generation components
- Aerospace and Defense
- Safety and security
- Ventilation products
- Industrial manufacturing
- Household products
- Personal care
- Pet care
- Outdoor products
- Lifestyle, health and wellness
- Infant and juvenile
- Physician practice management
- Behavioral health
- Healthcare education
- Revenue cycle management
- Veterinary services
Our Investment Criteria
- $5.0M+ trailing 12-month (“TTM”) revenue
- $1.0M minimum TTM EBITDA
- 10%+ EBITDA margins, or probably path to 10%+
- Strong historical and sustainable financial performance
- Positive free cash flow
- Ability to operate with leverage
- Capable management with a desire to continue with the operation post close
Who We Partner With
with established, defensible products and services
with sound processes and procedures
with entrepreneurial spirit and drive
Connect with Us
If you would like us to review your investment opportunity, please reach out to us.
