Investment Approach

The companies we seek to invest in are growing, profitable leaders in their sectors, and they have typically attained that leadership status with modest amounts of outside capital.  Our investments often provide liquidity to company founders and other early shareholders, and following our investment we become active and engaged board directors and partners with management. 

Read about some of our successes in building great companies with management.

We seek opportunities in businesses with common economic characteristics
  • High growth
  • Recurring revenue
  • Long-term customer relationships
  • Significant operating leverage
  • Opportunities for add-on acquisition
  • Strong cash flow margins
We invest in a variety of transaction types as both a minority and majority investor
  • Capital for growth
  • Acquisitions financing
  • Recapitalization
  • Buyout
  • Secondary share purchases
All of our investments share attributes that distinguish Spectrum as an investor
  • Active board member
  • True partnership with management
  • Lead or co-lead position
We provide value-added assistance through our participation at the board level
  • Offering perspective on market strategy and business  planning
  • Identifying, analyzing, negotiating and completing acquisitions
  • Assisting with debt and equity financings
  • Helping recruit executive management and new independent board members