- Market leadership
Companies should have a product or service with a strong market position to help sustain and grow profitability, and provide a foundation to expand into new markets.
- Established products or services
Businesses should present a compelling value proposition for their customers and have a proven ability to withstand changing market conditions.
- Scalable infrastructure
Because customer, supplier and industry demands can change rapidly, it is important that businesses have the ability to properly scale in response to dynamic market conditions.
- Long term customer relationships
Long term customer relationships provide a level of comfort that the company can generate predictable cash flows and also serve as a foundation for expansion into new products or markets.
- Growth opportunities
Platform companies should display both organic growth potential, as well as opportunities to grow via strategic add-on acquisitions.
- Talented and motivated employee base
Properly aligning the interests of investors and employees will help ensure long term success and value creation for all stakeholders.
Lion Equity’s investment strategy is centered on creating value in our portfolio companies through a combination of organic growth and strategic add-on acquisitions. We believe this fundamental approach is applicable to numerous industry segments and seek platform investments in companies that share certain common characteristics: