“Union Partners brings more than just money to the table, they roll up their sleeves and pitch in to make a difference.”

OUR INVESTMENT STRATEGY

Philosophy

Capital alone does not ensure a successful investment outcome. The actions taken after the deal is done is what often determines the rate of return. Success in corporate transformation requires vision and discipline. Vision provides the ability to see what isn't there, yet. Discipline provides the ability to focus resources on the high impact initiatives that drive cash flow and value. Quick response and decision-making are key.

Union Partners works side-by-side with management to identify high potential improvement opportunities and to execute improvement efforts on an accelerated basis. Because speed of decision making and execution is critical, we seek some level of operating control, alone or with like-minded investors.

Investment Criteria

Our primary investment criterion is a company under-performing relative to peers and best-practice companies. We seek businesses which have fundamentally sound business models and where we believe we can achieve significant EBITDA improvement.

We prefer to participate with companies with annual revenues of $100 million – $1 billion. While we prefer industries in the "formation" stage of consolidation, we will consider other industry sectors on an opportunistic basis, particularly those which have depressed valuations.

Distinctive culture

We adopt a collaborative approach that integrates the experience and knowledge of a company's management, our business transformation expertise and our partners' financial capabilities. The goal: produce real results—not just effort. Together, we carefully manage risk to the benefit of all partners while ensuring superior long-term value creation.