Investment APPROACH
We back entrepreneurs to acquire SMEs for them to operate as first-time CEOs
We focus on profitable companies in B2B service industries without succession and with untapped growth potential
We invest in businesses with recurring revenue and clear avenues for value-creation.
We partner with entrepreneurs who want to operate such businesses and support them with capital for search, due dilligence and acquisition.
We operate as part of a syndicate of minority investos who collectively take control of the companies.
We act as active investors within the syndicate and investor syndicate and invest a disproportionate amount of time and effort in mentoring our entrepreneurs.
SEARCH-PHASE Investments
We partner with Entrepreneurs who aspire to acquire a business
We invest in high-potential individuals who can become first-time CEOs of an SME.
What we value
- Professional record of excellence combining operational and project management experience
- Strong desire to go above and beyond to identify and acquire a quality business in order to become its CEO.
- ZMature, self-aware personalities that operate with humility, transparency and empathy.
- PComplementarity with our team and personal click.
Our process
Phase 1
Introductory meetings with all members of the team.
Phase 2
Discussion of Self-Assessment tests and partnership expectations
We make ourselves available
All searchers matched with one of our team members, who can act as sparring in deal selection discussion, negotiation brainstorming, etc.
Regular alignments
The entire team sits regularly with each entrepreneur to maintain alignment in terms of investment appetite and share business networks.
ACQUISITION INVESTMENTS
We invest in consolidate businesses
We only invest in businesses with recurring revenue and clear avenues for value-creation
What we value
- Sustainable competitive advantage supported by historic performance.
- High share of recurring revenue and simple operations.
- Fragmented industries with favourable trends and barriers to entry.
- High levels of EBITDA-to-Cash conversion rates.
- Aligned owner ready to sell at a fair price and willing to participate in the next phase with some skin in the game (seller earn-outs and/or re-investment along new owners).
- Possibilities to explore inorganic growth.
- Realistic possibilities for mid-term exit when the company has been taken to the next level.
Our process involves
Readiness
Priority attention to our invested search funds, but complete readiness to review equity gaps and self-funded deals
Close deal-analysis
Close deal-analysis involving 1 team member and 1 industry expert.
Deal structuring
Availability to contribute on deal structuring possibilities on the basis of both our direct personal experience and the experiences shared with prior searchers
Pitch filtering
Quick filter decisions in Pitch calls with all team members involved
First conversations
Initial conversations focused on core business matters: product, customers, revenue generation, loyalty, scalability, working capital…
Due diligence
On-site visits for due diligence, network sharing for independent sector opinions and support with seller conversations (only upon requests)
Manuel Pintado
Emptio Capital | Madrid
- Solo Entrepreneur, 35, Industrial Engineer and EMBA from IE
- Strong track-record In project management for ACS, Abengoa and Waste2Energy in complex projects in Spain, Israel and México.
- Investment focus in Environmental and Facility Services, Trading & Logistics and Agriculture. Geographical focus in Central and Southern Spain.
- Co-investors: Serial SF investors from Spain & US
David Lescure
Timshel Transmission | Paris
- Solo Entrepreneur, 39, Physics Engineer from École Politechnique and École de Mines de Paris and the MIT.
- Solid SME operational and transactions experience as co-founder and COO of tele-consultation business in France QARE (sold) and prior experience in consumer and food businesses at Mencare and KFC, both online and retail.
- Investment focus in Services businesses including healthcare and food. Searching from Paris but aiming at provincial France
Javier Poveda
Almond Capital | Madrid
- Solo Entrepreneur, 38, Hospital Architect and MBA from IESE.
- Strong track-record In healthcare consulting in project development, project finance and operations set-up with experience at CEO level.
- Investment focus in Healthcare-related services. Strong knowledge and network in this industry and credible flexibility to operate any target business in Spain in this sector.
- Co-investors: Serial SF investors from Spain, Europe & US
Jorge Rivero
Sotavento Capital | Barcelona
- Solo Entrepreneur, 39, Industrial Engineer and EMBA from IESE.
- Strong track-record In project management, dealing with industrial providers and large delivery teams. Ability to build rapport and trust with potential sellers.
- Investment focus in Healthcare, Education and B2B procurement and services. Geographical Focus: Barcelona, Madrid, Navarra and Andalucía.
- Co-investors: Serial SF investors from Spain & US
Franc Gómez-Landero
Managing Partner
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Founding Partner of ITACA. 18 years of experience in Strategy and Corporate Development for PE-backed companies of all sizes.
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M&A, PMI & Market Strategy in Transportation and Logistics, Utilities, Renewable Energy and Healthcare. International profile with experience in Europe, Latin America and Africa.
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Prior to founding Itaca, Franc was a Partner at Antuko, a leading investments and advisory firm in the Latin American renewable energy space, Advised 20+ projects worth $2Bn; and was instrumental in Bain Capital’s build-up of Verisure - Securitas Direct in Latin America.
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Permanent involvement in MBI projects, value-creation and SME Transformation engagements.
Paz Ambrosy
Venture Partner
- Founder of Cuantia Capital, an 18y-old EU advisory firm focused in Private Placement of funds of Private Equity, Venture Capital and Agrobusiness.
- Paz is a key advisor for institutional clients such as Rothschild and Gamesa and has a strong track record working for funds in France, Spain, UK and Chile.
- Paz is also a Partner at Quadra Capital Partners, an Advisor at Lombard Odier Investment Managers (CAN). Previously, she he held senior Investor Relations roles at N+1 / Dinamia (now Alantra).
- Paz has permanent involvement in direct M&A deals, Secondary-market transactions of PE Assets and shares.
Someone important
Big Firm Capital | City
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