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ALPHA RETURNS

“Three-level” Methodology Drives Higher Alpha

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Level 1 – Accelerated Performance Transformation
  • Get to industry leading margin and cash generation within 24 months.
  • Use technology and capability building to ensure sustainability.
  • Use proceeds to pay down debt or build resilience.

Target impact: 300+ bps margin, 200+ bps growth in 24 months

Level 2 – Upgrade Valuation Through Improved Governance
  • Strong correlation between oversight and valuation.
  • Engage with other investors to create transparency on value-creation potential.

Target impact: 1-2 additional turns in 36-48 months

Level 3 – Use The Company As An M&A Platform
Several dozen (smaller public, private) companies in the micro-vertical. Deploy further capital for M&A to either roll-up this space or to drive the operating improvements to these companies.

Target impact: 100+ bps of ROIC improvement

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