Investment Philosophy
Our investment philosophy is relationship-driven, not transaction-driven. By cultivating strong relationships, our principals Paul Sweeney, Paul Stewart and Mike Mack have earned a well-respected, collaborative reputation among business owners, management teams, service providers and investors. As a trusted partner, we focus on investments that build shared value for the long term.
Benefits to BUSINESS OWNERS
We understand that every business owner brings a unique set of needs to the table. Our ability to thoughtfully tailor each investment, combined with the flexibility of a patient capital base, provide business owners with a seller-friendly investment plan that ensures long-term viability, sustained profitable growth, and peace of mind that their company is in experienced hands.
- Sensitive to business owners' objectives and needs, both economic and non-economic
- Address critical business owner/seller deal points and work through complex "deal killer" transactions
- Ability to move decisively and discreetly in structuring and closing transactions
- Access to a network of highly-experienced deal financing sources, including senior lenders and mezzanine firms
- Proven track record of follow through, honoring commitments, and closing deals
“From the perspective of a long-time owner and company president, what distinguishes PS Capital from other equity groups, is their absolute commitment to an honest, straightforward negotiation...“ Read Full Testimonial
Terry Welch - Former President & Majority Shareholder, Prime Leather Finishes
Benefits to MANAGEMENT TEAMS
We play a crucial role in helping management teams navigate the challenges and opportunities inherent in growing a business. We align with management teams as a knowledgeable resource, offering strategic support and objective oversite.
- Retention of operational control by the management team
- Equity investment and incentives for management
- Extensive experience in corporate development and capital markets
- Patient capital flexibility to build long-term value
- Unbiased support and consultative approach
“Unlike a 'build + flip' private equity firm, since teaming up with PS Capital, management has been given the freedom and encouragement to operate based on long-term growth objectives...“ Read Full Testimonial
Ken Burton - Former President & Majority Shareholder of Finishes Unlimited and Composite Coatings
Benefits to INVESTORS
The strength and stability of PS Capital Partners’ Investor Network maintain a loyal, reliable funding source for our private equity investments. Our Investor Network helps ensure the timely ability to close a transaction without surprises and, more importantly, provide a company with a stable capital base for growth and for times of business downturn. Through relationships developed over several years, our Investor Network provides a flexible structure to pursue long-term private equity investments that typically require $1 to $5 million in capital. Currently, we are not actively seeking investors.
- Unique portfolio of private company investments
- Direct access to private equity investment opportunities
- Full investment transparency with no blind funds
- Elimination of upfront legal funding commitments
- No on-going money management fees
“Coming out of the 'great recession' my company needed to recapitalize and improve its balance sheet. While we were not necessarily in a preferred industry, Paul and Paul understood our vision, liked the fundamentals of our business and believed in me as a leader. What I most appreciated was that they structured our deal to align our interests so that we could all win together...“ Read Full Testimonial
JT Shinners - President & CEO, JTS Direct
INVESTMENT CRITERIA
COMPANY PROFILE
- Based in the Upper Midwest
- Annual Revenue: $10-$50 million
- Consistent Profitability
- Transaction Size: $5-$30 million
- Prefer manufacturing or process-based businesses
TRANSACTION TYPES
- Buyout or recapitalization of entrepreneur-led business
- Divestiture of subsidiary or division from parent
- Sale of family-owned business
- Growth capital investment
- Ownership: majority or minority
