- Focus on asset-intensive, middle market companies underperforming or striving to achieve their full potential
- Opportunities include companies with operational challenges, lagging profitability margins, volatile cash flows, liquidity challenges, overleveraged balance sheets and those undergoing a strategic transformation or pursuing challenging, accelerated growth plans.
- Experienced with unique situations including corporate carve-outs, public-to-private transactions, recapitalizations, family-generational transfers, restructurings, asset sales, bankruptcies, or capitalizing on transformational industry change.
- Long term investment horizon with the goal of creating strong cash returns to investors through full potential value creation
- Restructure, re-energize and/or grow businesses to provide exceptional returns for our investors
- Create value through operational improvements rather than excessive financial leverage
- Apply Fortune 100-tested strategies and tactics to revitalize and enhance performance
- Longer term investors with 6-8+ year investment horizon
- Manage implementation intensely and collaborate with company management teams
- Insight Equity seeks to bring more than capital to bear to an opportunity. We strive to add value by collaborating with management teams on key operational and strategic initiatives.
- Insight Equity supports management teams by augmenting their industry knowledge and expertise with proven value-creation tools and techniques to drive long-term value.
- Invest our own capital alongside investors’ to closely align interests
- Collectively, the individuals at Insight Equity are among the largest investors in our funds. This is critical, as it ensures that our commitment to investments will never waver.
- Insight Equity does not take management or board fees from portfolio companies. Our upside is predominantly generated through equity appreciation, leaving cash within the business to be productively redeployed.
