We understand the PE model, and have the scars to prove it. The speed, timeliness, need for strong metrics and data, transparency, and continual clear eyed assessment of portfolio company performance and progress often challenge management teams not accustomed to the PE model. We get it. We also believe in long term relationships, skin in the game, and Midwestern values of hard work, direct and clear communication, honesty, and a “do what it takes” mindset to drive value for investors. With Outliers, you can expect:
No hand holding required – We’ve lived and breathed the lower middle market, working with dozens of private equity owned companies to create value for over 17 years. We know what to do and hit the ground running.
We don’t want to become part of the furniture – our goal is to work effectively and efficiently on your project, solve the issues, get out of the way, and wait for you to call us again when the need arises. Repeat business is our number one KPI!
Unleash CEOs and PE deal teams – we take the burden of portfolio company financial management off the CEO and the PE deal team – allowing them to focus on creating value, not generating financials, reporting data to lenders, resolving audit issues, etc.
Focus on long term relationships – we are proud that the vast majority of the PE firms we work with have used us on more than one of their companies – this is a testament to the value we provide to our clients.
The Proven Formula – timely and compelling financial information, financial and non-financial metric scorecards, pragmatic internal control systems, and a focus on top notch business systems and people is what we deliver.
– we are believers in having “skin in the game”
as a result, we view compensation as having three levers; fees, expected returns on co-invest opportunities, and value created via stock option grants