Don't get us wrong. Numbers matter. Performance matters. But we look beyond the current and toward the possible. Our focus is on the long term, not next quarter or next year. We are business builders who value a long term perspective and the skill and talent to achieve big things. Collectively, if we are successful, the numbers work themselves out.
Clavis Capital Partners is a team of operating and investment personnel and a network of advisors who are experienced and passionate about building sustainable, competitive and successful businesses. We focus on investments in under-resourced, lower middle-market businesses with enterprise values from $10 million to $200 million. Each of our principals and advisors have significant, direct experience in successfully running and managing businesses across a range of industrial and service sectors. Since 1994, our principals have completed over 20 transactions representing over $1 billion of equity deployed.
Founded in 2013 after working for and advising more "traditional" investment management firms, the founding principals decided that there was a better model and approach to Private Equity and set out to build a firm that they could be proud of. One that was more focused on the operators, on the longer term and on deploying capital in the most flexible manner possible.
Our financial investors share our vision for a new style of Private Equity investing. We are backed by family investment offices of high net worth individuals and a few select institutional investors who share our vision and our values.
We surround ourselves with good people. We value relationships. We work to build and enhance relationships because we believe that people make all of the difference between a good investment and a bad one. Not some of the difference, ALL of the difference. We partner with people who look for win-win solutions. We partner with people who treat their employees and customers and communities with care. We partner with people that we respect.
Growth Orientation: Our focus is on growth opportunities, not cost cutting programs. Growth is exciting and inspiring. Cost cutting hurts morale and affects peoples lives. As a result, we are most interested in platform opportunities with good add-on pathways.
Patience: Our focus is on the long term, not next quarter or next year. Often, we expect the profitability of our portfolio companies will decline in the first few periods following our investment as we invest in new resources.
Perspective: We've been around the block a few times: seen our share of successes and failures. Collectively, our team has participated in 30+ transactions representing over $1 billion of enterprise value deployed. Some worked. Others didn't. As a result, we have a pretty good perspective on what works, what doesn't and how long it takes to get to the finish line.
Excess Leverage: Debt is cheap capital. Its also dangerous when overused. We limit the amount of debt capital that we use in our transactions to ensure that we don't put our portfolio companies at risk. We don't use debt for dividend recaps.
Strong Sense of Self: We know who we are and, more importantly, who we are not. We are comfortable in our skin and are not convinced that we are the smartest people in the room. We value different perspectives and experiences and the people who share them.
Win-Win Culture: We purposely look for win-win opportunities where our investment can benefit not only our investors and the seller, but the remaining employees, customers and the community.
Let's face it. Every firm will tell you that they are "different". So let us give you our spin. We are different because we set out to be different. We formed Clavis with the idea that operators make better investment decisions, that people matter, that culture matters, and that how we conduct ourselves matters. We view time -- our time and your time -- as our most valuable asset. And time is too limited to spend it with people who you don't trust and admire. Need more? Here are some of our guiding principles:
We ask a lot out of the companies that we invest in. We demand a lot out of ourselves as well. We operate Clavis in a open, collaborative and ethical manner and have a win-win oriented culture. We don't obsess with capturing every last dollar of value and look for solutions where everyone wins. We are an active part of the communities that we operate in. A portion of our investment returns are allocated to local and national charities that we support.
Investment Capital for Industrial Businesses