Our investment philosophy is founded on two core principles:
Key to our ability to succeed is applying our investment philosophy to an approach that’s based on providing operational guidance, not taking over managerial control. Ours is a model built around bringing our interests as investors and those of the business owner into alignment. We aren’t looking to take control and manage daily operations, but rather to provide targeted strategic advice and financial support. Day-to-day operations remain with the established management team, while we focus on building strategies and opening doors to new business horizons through internal growth, capital investment and strategic acquisitions.
We encourage our partners to apply the entrepreneurial thinking that initially led to their success and to act independently while driving daily operations. Our role is to serve as a resource for them by contributing higher-level strategic vision, tactical guidance and financial expertise. The exact nature of each partnership varies and is defined by the needs of the specific company. Sometimes we may be more directly involved in operations at the request of management, and sometimes the best way we can add value is simply by getting out of the way.
Ours is a long-term approach where we typically target a partnership that lasts at least seven to 10 years. When we decide to sell, it’s because we and our management partners determine together that it is the optimal time.
In our experience, more is often accomplished by building upon a company than by creating one from scratch. This is why Gallagher seeks to acquire financial interests in small to middle-market private companies. We look for business owners we can invest in, not for businesses we can buy outright. As a family-held firm investing our own capital, we are able to create a unique partnership where we directly align our interests with those of our portfolio companies.
Characteristics of our ideal acquisition partner include:
Gallagher brings to bear long-standing relationships with major financial institutions, a broad network within the national business community, the ability to close transactions quickly, and the experience to successfully manage leverage and cash flow through aggressive business expansion.
We welcome the opportunity to discuss with existing owners, management and intermediaries how we can partner to take your business to the next level. If you have an opportunity that meets our criteria, please contact:
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