APPROACH
INVESTMENT PHILOSOPHY
INVESTMENT PROFILE
INDUSTRY FOCUS
COLLABORATIVE PARTNERSHIP
INVESTMENT PROFILE
CGE’s investment has historically ranged from $3 million to over $40 million in revenue. Our investment committee process for vetting transactions and continuous expansion of best practices enables us to offer value and funding on larger transactions. CGE’s target investments are typically profitable, or nearly profitable, and are past the venture stage of their lifecycle. In most cases, we are the majority shareholder and only outside investor. This reduces the distractions commonly associated with having multiple financial investors and permits us to take a differentiated, long-term perspective. We are flexible and creative and pursue investments using a variety of transaction types.
MANAGEMENT AND/OR LEVERAGED BUYOUTS
RECAPITALIZATIONS OR RESTRUCTURINGS
ACQUISITION OR GROWTH FINANCINGS
MINORITY INVESTMENTS
SPINOUTS OR DIVESTURES
TAKE PRIVATE TRANSACTIONS
INDUSTRY FOCUS
INVESTMENT CHARACTERISTICS
CGE has focused on industrial and technology since our founding. We look for opportunities to build and grow sustainable, successful businesses in our target markets. CGE seeks companies that research and develop proprietary technology solutions and either license them to their customers or leverage them internally to create a technology-enabled service. This includes companies that develop and market software, software as a service, and technology-enabled business, and information services. We believe there are various elements to the industrial and technology business model that can create a differentiated, scalable, and highly profitable business. Identifying specific companies that can be transformed through the implementation of operational best practices and turned into predictable, high cash flow businesses is key to CGE’s selection. While our portfolio companies need not fit a specific profile, many of our prospective investments have some common characteristics.
MISSION CRITICAL, “STICKY” SOLUTIONS
EXPERIENCED MANAGEMENT TEAM
FAVORABLE CUSTOMER CHARACTERISTICS
DEFENSIBLE COMPETITIVE POSITION
FAVORABLE MARKET DYNAMICS
STRONG CUSTOMER VALUE PROPOSITION
COLLABORATIVE PARTNERSHIP
TAILORED APPROACH
CGE provides strategic and operationally-focused investment with the goal of adding meaningful, sustainable value to each company within our portfolio. In addition to investment capital, we offer our portfolio companies access to proprietary best practices and an extensive relationship network. What sets us apart is our philosophy of working closely with management teams at the outset of each investment to reach a common understanding of business goals, develop the appropriate performance benchmarks, and implement proven best practices. Together, we aim to build some of the very best companies leading the industrial and technology sector today. CGE provides a tailored approach for adding value for each of our companies; we provide strategic, operational, and financial expertise.
STRATEGIC ANALYSIS AND GUIDANCE
IMPLEMENTING OPERATIONAL BEST PRACTICES
DEVELOPING KEY PERFORMANCE INDICATORS
FINANCIAL PLANNING AND BUDGETING
EVALUATING AND EXECUTING ON MERGERS AND ACQUISITIONS
INDUSTRY RESEARCH AND COMPETITIVE ANALYSIS
ESTABLISHING PARTNERSHIPS AND ALLIANCES
TALENT AND PERFORMANCE MANAGEMENT
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