INVESTMENT APPROACH

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, with a focus on late stage growth equity and mid-market buyouts.


Key Partnership Criteria

Established Companies
  • Regional, national or global leaders and/or displacers with sustainable value ‘propositions’
  • B2B or B2G and non-cyclical
Size
  • Pursuing markets of $1B+
  • $20M or greater in revenue
  • Profitable or on-track to profitability
Geography
  • Headquartered in Canada
Sector of Focus
  • Technology

We bring the DISCIPLINE, RIGOUR and PROCESS developed over years of private equity investing within institutional environments to growth and mid-market opportunities.

  • Deal SourcingDeal 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.
  • 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.
  • 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.
  • 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.
  • 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)