Investment Philosophy

Investment Philosophy

Our investment philosophy is relationship-driven, not transaction-driven. By cultivating strong relationships, our principals Paul Sweeney and Paul Stewart 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
Terry-welsh-Prime-leather-finishes

“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

Ken-Burton-Finishes Unlimited

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 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

JT_Shinners_JTS_Direct

INVESTMENT CRITERIA

COMPANY PROFILE

  • Based in the Upper Midwest
  • Annual Revenue: $10-$50 million
  • EBITDA: margin of 10% or greater
  • Transaction Size: $5-$30 million
  • Prefer manufacturing or process 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

Do you have a business opportunity you'd like to discuss?
Let's talk.

Do you have a business opportunity you'd like to discuss? Let's talk.