Successful Turnaround of a Steel Door Manufacturer
Applied Value increased EBITDA margins by 25 p.p. through lead time transformations
CONTROL INVESTMENTS
We draw on decades of experience to act as an active and focused owner
Unique Model
We leverage our consulting experience and Fortune 500 client network to maximize the performance of our investments. We apply the same hands-on principles that we use in our consulting practice to drive real, bottom-line improvement across the portfolio.
Our Differentiator
Operational Drive
Large investment firms primarily focus on financial value-add and have set divestment schedules and smaller outfits lack resources to drive real impact. We combine unparalleled operational firepower with a personalized approach for a best-of-both approach
Hands-on Partner
Our relationships with management are not restricted to high-level strategy or financing requirements. Our work spans throughout operations and is complimented by our ability to deploy specialized consulting resources for either line management positions or short-term projects
Financial Flexibility
We do not raise money from institutional investors, which allows us the flexibility to do what is best for each individual investment through bespoke, deal-by-deal structures. We have held investments from as few as two years to as many as seventeen years
Aligned Incentives
Our investment leads are personally invested in every portfolio company, aligning incentives with our management teams. From time to time, we invite our Fortune 500 network to invest together with us, which enhances the overall capabilities of our investing team
Investment Criteria
Room for Growth
We look for companies with significant growth or operational improvement potential. Our hands on approach works best when we acquire majority stakes in our portfolio companies
Mature Industries
We prefer manufacturing and business services, but we often export knowledge across industries, and we don’t shy away from any industry
Profitability
We are comfortable looking at negative profitability businesses with steady or growing revenue. A solid management team that’s willing to stick around is a big plus
Investment Group Overview
Along with current and former executives, Applied Value along forms an investment with knowledge, experience, and connections
Experienced Team
Executive Network
Extensive network of C-Level executives and advisors
Experienced Executives
Leadership positions at multiple Fortune 500 companies
Applied Value Group
Advisory role with 25+ CxOs
Established Investment Group
Successful Record
Current portfolio of 20+ companies, as well as 2k+ consulting engagements
No Institutional Capital
We put our money where our mouth is with significant % of net worth
Financial Flexibility
Experience with complex structures ensures flexibility for owners
Consulting Methodologies
Sales Growth
Our network of connections supplements traditional sales growth methodologies
Gross Margin Improvement
Extensive Fortune 500 experience with pricing and cost
Operational Efficiency
Experience with both fixed cost and working capital efficiency
Case Study
Get in touch
If you own a middle-market company looking for an experienced, resourceful partner that can help you take your business to the next level, we would love to have a conversation with you