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| 6505 East Dorado Place Greenwood Village, Colorado USA 80111 Voice: 303-221-5262 Fax: 303-773-8028 Info@YourNewPartner.com |
Approach
It is one thing to sell your company outright. It is an entirely different matter to select a
partner with whom you can build a long-term relationship to help you achieve your
financial and business objectives. Socius understands the complexities and challenges
of identifying a qualified, compatible partner and of building that successful partnership.
partner with whom you can build a long-term relationship to help you achieve your
financial and business objectives. Socius understands the complexities and challenges
of identifying a qualified, compatible partner and of building that successful partnership.
| | “We found the Socius Capital team to be highly| | creative, actively engaged and insightful in | helping lead us to greater productivity and | profitability. They are positive and energetic | colleagues who bring tremendous value to our | company beyond the initial capital investment” |
At Socius we have built our business around a few core principals that we also look
for in those with whom we associate:
Attentive
We would rather listen than talk. Only by understanding the issues, circumstances
and concerns of our partners can we hope to build a truly productive relationship.
Flexible
Socius structures transactions utilizing combinations of debt and equity to match the
cas flow characteristics and to minimize the dilution to business owners of each
business in which we invest. In some cases, we may acquire equity directly from
departing shareholders. In other situations we might employ a leveraged
recapitalization to allow remaining shareholders to increase their ownership
position. In all cases, we expect equity appreciation of the business to be a
significant component of our returns. We want to be viewed as an active financial
partner, although most often as a minority shareholder.
Responsive
Time is more valuable than money. The speed with which one responds tells a
great deal about how you are valued. It can also indicate an ability to make timely
decisions and direct required resources.
Socius responds quickly to inquiries. If the fit seems right, we will schedule a
face-to-facemeeting within two weeks. (If there is not a good fit, we will tell you right
away.) Following the initial meeting, we will get back to you within a few days, if not
immediately, with our preliminary response.
Socius does not have bureaucratic committees nor do we keep a backlog of
investments under consideration. Our investors and advisors have all committed to
responding to opportunities within the time frames outlined above.
Helpful
Socius may not be unique in saying that we offer more than
money. But dig a little deeper and our differentiation becomes
clear. Partners with over 20 years experience each and who
have actually started and run successful (and even some not
so successful) businesses. Investors who are renowned
entrepreneurs, business owners and executives with a broad
array of impressive connections and useful experience. An
Advisory Council of truly world-class professionals who, while typically very busy, are
committed to providing the resources to support partner companies.
Socius partners, investors and advisory council members actively support the
businesses in which we invest. The first 100 days are typically the most intensive as
we work with management to develop a clear plan for building enterprise value.
Following this period we provide board-level assistance, acting as a strategic
advisor, headhunter, investment banker, human resource consultant and therapist.
Patient
Socius understands the time it can take to unlock the full potential of a business.
Our capital comes primarily from the principals and a few successful business
people. We have all learned through experience that the impatient or desperate
rarely maximize value. At the same time, eventually we do need to realize returns on
our investments. Typically, Socius and its new partners agree on an exit plan within
four to six years. This can be accomplished through an outright sale or by the
company or our partner shareholders repurchasing our equity position.
for in those with whom we associate:
Attentive
We would rather listen than talk. Only by understanding the issues, circumstances
and concerns of our partners can we hope to build a truly productive relationship.
Flexible
Socius structures transactions utilizing combinations of debt and equity to match the
cas flow characteristics and to minimize the dilution to business owners of each
business in which we invest. In some cases, we may acquire equity directly from
departing shareholders. In other situations we might employ a leveraged
recapitalization to allow remaining shareholders to increase their ownership
position. In all cases, we expect equity appreciation of the business to be a
significant component of our returns. We want to be viewed as an active financial
partner, although most often as a minority shareholder.
Responsive
Time is more valuable than money. The speed with which one responds tells a
great deal about how you are valued. It can also indicate an ability to make timely
decisions and direct required resources.
Socius responds quickly to inquiries. If the fit seems right, we will schedule a
face-to-facemeeting within two weeks. (If there is not a good fit, we will tell you right
away.) Following the initial meeting, we will get back to you within a few days, if not
immediately, with our preliminary response.
Socius does not have bureaucratic committees nor do we keep a backlog of
investments under consideration. Our investors and advisors have all committed to
responding to opportunities within the time frames outlined above.
Helpful
Socius may not be unique in saying that we offer more than
money. But dig a little deeper and our differentiation becomes
clear. Partners with over 20 years experience each and who
have actually started and run successful (and even some not
so successful) businesses. Investors who are renowned
entrepreneurs, business owners and executives with a broad
array of impressive connections and useful experience. An
Advisory Council of truly world-class professionals who, while typically very busy, are
committed to providing the resources to support partner companies.
Socius partners, investors and advisory council members actively support the
businesses in which we invest. The first 100 days are typically the most intensive as
we work with management to develop a clear plan for building enterprise value.
Following this period we provide board-level assistance, acting as a strategic
advisor, headhunter, investment banker, human resource consultant and therapist.
Patient
Socius understands the time it can take to unlock the full potential of a business.
Our capital comes primarily from the principals and a few successful business
people. We have all learned through experience that the impatient or desperate
rarely maximize value. At the same time, eventually we do need to realize returns on
our investments. Typically, Socius and its new partners agree on an exit plan within
four to six years. This can be accomplished through an outright sale or by the
company or our partner shareholders repurchasing our equity position.
| i “Unlike most investment firms, the peopleT i at Socius Capital were successful i business executives and entrepreneurs i first. Yes, they provide money, financial i strategy and transaction expertise, but i their real value is in being the partner the i company needs.” |