Competitive Advantages
Experience: Successful 18 year track record across economic, market and interest rate cycles during which it managed over $750 million in capital. 33 acquisitions with $3.7 billion of acquisition value across many industries and types of transactions, including 24 "round trips."
Focus: Consistent focus and investment strategy across all Saratoga funds of acquiring and building midsized companies with acquisition values in the $20 million to $400 million range.
Investment Sourcing: Proprietary, relationship-driven investment sourcing through long term associations including "alumni" managements of 33 portfolio companies, co-investors, limited partners, historical clients and senior executive relationships.
Executive Program: Access to the management expertise, business evaluation and investment sourcing provided by the CEO's and key managers who form Saratoga's Executive Program, and with whom Saratoga professionals have enjoyed long term business relationships and contacts.
Investment Partners: Strong history of working with investment partners and generating equity co-investment opportunities in excess of $500 million.
Reputation: Excellent reputation for experience, integrity, professionalism, investment acumen and the ability to close among the financial community, existing and prospective portfolio company managements, limited partners and intermediaries.
Resources: In addition to a broad network of industry relationships, Saratoga has easy access to the considerable resources offered by Saratoga's limited partners to add value to its middle market portfolio companies.
Professionals: Highly accomplished professional staff (see "Saratoga Investment Professionals") whose experience spans the entire modern era of private equity investing, beginning in 1969 with one of the industry's earliest limited partnerships.
Operating Experience: Saratoga's professionals include individuals with significant management operating experience, an important quality in the sourcing, qualification and management of portfolio companies.
|
