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Presidio Nuestra Señora de Loreto de la Bahia, Texas

Investment Parameters

Sector

  • Business Services
    • IT and information services
    • Highly engineered services
    • Logistics & transportation
    • Consulting services
  • Consumer Services
    • Healthcare services
    • Media and gaming
    • Travel and leisure
    • Education services
  • Financial Services
    • Specialty finance and insurance
    • Fintech-related
    • Asset management
    • Real estate services

Transaction Profile

  • Total Enterprise Value less than ~$150 million
  • Equity Investment of $15-40 million
  • Revenues of $10 – $200 million
  • EBITDA of $3-20 million
  • Primarily control buyouts, with consideration given to minority investments with structured control provisions
  • Geographic Focus: Financial Services: US only; Business & Consumer Services: primarily US, with other geographies considered
  • Locked or hidden value stories

Characteristics

  • Businesses poised for technology change or transitioning to scalable business models
  • Strong customer relationships, and defensible competitive positions
  • Potential for multiple expansion through M&A
  • Superior Return on Investment
  • Potential for operational improvements
  • Past revenue growth and strong macro tailwinds

Competitive Advantage

Presidio’s investment team has successfully deployed $6 billion+ of private equity capital over the span of their careers. For the past decade, our focus has been on investing in entrepreneur-led businesses in the lower middle market and leveraging our key competitive advantages, as listed below.

Hands-On Approach

  • In addition to investment experience, all members of Investment Team have substantial operating experience, including multiple CEO roles in targeted verticals
  • While board seats are important, actively working side-by-side with management is critical for investment success in the lower middle market; team actively helps and/or leads strategic planning, operations review and growth initiative assessment and execution
  • Members of investment team available to function as operating team-members, including interim-CEO, COO and CFO roles

Best Practices

  • Team trained at world-class firms such as AEA Investors, The Blackstone Group, Blum Capital Partners, CDPQ, CCMP Capital, EQT and Silver Lake Partners
  • First year of investment is critical to long-term investment success: at least one member of the Presidio team is side-by-side with the management team for at least the first year of investment
  • Presidio Investors Blueprint: team follows a tried-and-true model for deal assessment and execution, scaling the business and successfully positioning it for an exit
  • Presidio has a strong preference to back existing management teams

Value-Added Network

  • Extensive network of relationships leads to a high degree of proprietary and value-add opportunities
  • Family Offices: strong relationship with multiple value-add family offices that have an active interest in the lower middle market
  • LPs include founders / former leaders at some of the most notable private equity and investment firms in the world
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