We have the know-how and the means to generate greater success.
Group125 has the unique ability to provide capital and facilitate the means of raising capital for our clients, unlike typical CFO enterprises. As veterans of dozens of transactions, we have developed the ability to blend investment strategies with market knowledge and industry insight, ensuring our clients reach success. With such an intricate and complex undertaking, it becomes important for the business owner to partner with a reputable and experienced industry expert like those at Group125. Maybe the best method for you is an outright purchase, or maybe it’s an infusion of fresh funding that we then help the company manage. Plus, because of nearly five decades of collective experience, we network with investors who trust our assessment and can step in to make the deal. Whether it’s a promising buy, sell or growth situation, we can often provide access to the funding to make it happen.
Investment Structure – Each investment situation is unique, requiring experience and flexibility to arrive at the right structure. They can take the form of new common equity, preferred stock, subordinated debt, or the purchase of debt and securities from existing company lenders or investors. Another option is majority and strong minority investments. In all investments we structure, we bring together the Board and all other stakeholders to help forge our strategic direction.
Transaction Type – We routinely complete the most common transaction types. These include recapitalization to provide a partial liquidity to owners so they can diversify their net worth, management buyout to help an incumbent management team acquire a business from its current owner, management buy-in to assist an experienced, capable manager become an equity stakeholder, and family succession capitalization, where a company is passed from one generation to the next for the benefit of all.
Investment Criteria– There are many things we look for when making investments. A sustainable competitive advantage and a favorable market that is large enough to accommodate desired growth. And of course, we look for companies with sound business models that have significant opportunities like being able to scale up without a substantial increase in fixed costs for capital expenditures, and are able to provide recurring revenue.