Buying and Building Smart:
Halyard's goal is long-term value creation. Our investment strategy consists of the following primary elements:
About Us
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Sector expertise/Unique insight
Investment Thesis
Executive Network
Partnership & Proprietary Deal Sourcing
Lower middle-market focus with High Growth Potential
Create Growth as a value-added buyer with a strategic significance
Disciplined Investment Fundamentals
Optimize Returns
SECTOR EXPERTISE/UNIQUE INSIGHT |
- Over 110 years of combined industry experience
- Extensive industry contacts drive deal flow
- Proactive sector analysis identifies trends early and optimal entry / exit points
- Strategic resource to portfolio companies
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EXECUTIVE NETWORK |
- Build the relationships with executives and industry thought leaders with a proven track record and
- Partner with the most appropriate and experienced management in the Focus Sectors
- Identify and develop platform companies
- Refine strategic, operational and financial plans
- Develop acquisition strategies and source acquisition opportunities for platform companies
- Serve as value-added board members and advisors
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LOWER MIDDLE MARKET FOCUS |
- Companies with high growth opportunities via expansion into new markets, sales channel, service offerings/ technology adaptations
- Operating leverage through scale or the application of technology
- Development of platform companies
- Value added strategic partner to entrepreneurs and executives
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DISCIPLINED INVESTMENT FUNDAMENTALS |
- Defensible competitive position
- Recurring/predictable revenue stream
- Underlying proprietary value and characteristics that provide downside protection
- Minimize risks and maximize return potential
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