VERTU CAPITAL invests in companies that are targeting transformational growth, either organic or through M&A. We have the flexibility to consider a variety of deal types and capital structures, from significant minorities to majority stakes.
Typical Vertu Investment
Business Profile
- Proven B2B technology
- Growing and scalable business models
- Strong core management teams
Financial Attributes
- Revenue: >C$15M
- Enterprise value: <C$500M
- Profitable or on-track to profitability
Geography
- Nexus to Canada
Sector of Focus
- Enterprise software and software-enabled businesses
We bring the DISCIPLINE, RIGOUR and PROCESS developed over years of private equity investing within institutional environments to growth and mid-market opportunities.
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Deal Sourcing Deal Sourcing
- Well developed network and sources of proprietary deal flow and strong relationships with advisors.
- Belief that building a relationship with management teams early leads to successful investment outcomes and a foundation of trust.
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Thesis Development
Thesis Development
- Focused on scaling operations while optimizing financial results, pursuing M&A strategies.
- Risk mitigation strategies and opportunities for increased growth well developed prior to making an investment.
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Due Diligence
Due Diligence
- Thorough diligence efforts using best practices perfected over years of working in large scale buyouts and institutional investing environments.
- Professional network of diligence providers supporting accounting, legal, and technical efforts.
- Operating advisor model bringing post-close execution experience on day one.
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Structuring
Structuring
- Focused on capital structure optimization, including the use of appropriate levels of leverage to maximize returns, while not placing undue pressure on the operating company.
- Significant minority or control positions, alongside meaningful investment from founders/mangers to ensure complete alignment.
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Partnership Partnership
- Post-transaction, VERTU brings years of hands-on experience to support Board of Director level decisions as well as support in areas of operational, finance, mergers and acquisitions, and people.
- Our operating advisor team provides additional support for management teams to leverage across a broad range of technical and business areas.
VERTU CAPITAL’s strategic advantage lies in its ability to offer
meaningful thought partnership and access to a best in class global network.
- Organic and M&A strategy execution
- Key performance metrics setting and tracking
- Augmenting management talent and scaling world-class teams
- Go-to-market and R&D strategy optimization
- Organizational strategy development
- Top-tier advisor connections, globally
- High-value customer and partner connections
- En bloc sale or IPO preparation
- Capital structure management (debt & equity)