INVESTMENT PHILOSOPHY

APPROACH

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INDUSTRY FOCUS
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INVESTMENT PROFILE
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COLLABORATIVE PARTNERSHIP
INDUSTRY FOCUS

EXPERIENCED MANAGEMENT TEAM

SheaTrust has focused on the software industry since our founding. We look for opportunities to build and grow sustainable, successful businesses in our target markets. SheaTrust seeks companies that research and develop proprietary software solutions and either license them to their customers or leverage them internally to create a technology-enabled service. This includes companies that develop and market software, software as a service, and technology-enabled business, and information services.

 

We believe there are various elements to the software business model that can create a differentiated, scalable, and highly profitable business. Identifying specific companies that can be transformed through the implementation of operational best practices and turned into predictable, high cash flow businesses is key to SheaTrust’s target selection. While our portfolio companies need not fit a specific profile, many of our prospective investments have some common characteristics.

MISSION CRITICAL SOLUTIONS

DEFENSIBLE COMPETITIVE POSITION

FAVORABLE MARKET DYNAMICS

EXISTING OR POTENTIAL RECURRING REVENUE

STRONG CUSTOMER VALUE PROPOSITION

FAVORABLE CUSTOMER CHARACTERISTICS

INVESTMENT PROFILE

SheaTrust’s investment size has historically ranged from $15 million to over $10 billion in equity capital. Our investment committee process for vetting transactions and continuous expansion of best practices enables us to offer value on larger transactions and funding below this range. SheaTrust’s target investments are typically profitable, or nearly profitable, and are past the venture stage of their lifecycle. In most cases, we are the majority shareholder and only outside investor. This reduces the distractions commonly associated with having multiple financial investors and permits us to take a differentiated, long-term perspective. We are flexible and creative and pursue investments using a variety of transaction types.

MANAGEMENT AND/OR LEVERAGED BUYOUTS
MINORITY INVESTMENTS
ACQUISITION OR GROWTH FINANCINGS
TAKE PRIVATE TRANSACTIONS
SPINOUTS OR DIVESTITURES
RECAPITALIZATIONS OR RESTRUCTURINGS

COLLABORATIVE PARTNERSHIP

TAILORED APPROACH

SheaTrust Capital provides strategic and operationally-focused investment with the goal of adding meaningful, sustainable value to each company within our portfolio. In addition to investment capital, we offer our portfolio companies access to proprietary best practices and an extensive relationship network. What sets us apart is our philosophy of working closely with management teams at the outset of each investment to reach a common understanding of business goals, develop the appropriate performance benchmarks, and implement proven best practices. Together, we aim to build some of the very best companies leading the technology sector today. SheaTrust provides a tailored approach for adding value for each of our companies; we provide strategic, operational, and financial expertise.

INDUSTRY RESEARCH AND COMPETITIVE ANALYSIS

STRATEGIC ANALYSIS AND GUIDANCE

FINANCIAL PLANNING AND BUDGETING

EVALUATING AND EXECUTING ON MERGERS AND ACQUISITIONS

INDUSTRY RESEARCH AND COMPETITIVE ANALYSIS

STRATEGIC ANALYSIS AND GUIDANCE