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Approach 2017-10-31T20:25:09+00:00

WHAT DO WE MEAN BY “LIKE-MINDED PARTNER?”

Knowing our reputation is our greatest asset, the Azalea team strives to be a partner business owners and investors can trust.  Having a shared sense of core values and objectives is the best way to align ourselves for a successful partnership.

Trust is earned over time, by doing what you say you will do.  We count ourselves fortunate to have been a trusted partner for entrepreneurs and family owned business for over 20 years.  Similar to our business owner-partners, we know success doesn’t come without challenges.  However, we take deep satisfaction from having helped a number of entrepreneurs achieve their life-long dreams for themselves, their families, and their employees.

CORE VALUES DRIVE WHO WE ARE AND HOW WE WORK

Golden Rule

Treating others the way we wish to be treated – it’s how engage with our investors, management teams, and business partners.

Integrity

We strive do the right thing whether or not anyone is watching and even when it goes against our own self-interest.

Humility

We take our work seriously (but not ourselves), striving to reach the best answer from wherever or whomever it arises.

Seek
Excellence

We are not perfect and neither are our companies. However, we set high expectations of ourselves and our company leaders.

Grit &
Perseverance

Every investment and relationship has challenges. By combining a long term perspective with tenacity, we increase the odds of a positive outcome.

Partnership &
Collaboration

We strongly believe if the team wins, we all win.  Not only is this a more enjoyable way to work, it helps us perform better.

PARTNER WITH AZALEA

Operating and growing a business presents diverse challenges. From providing investment capital to developing an exit strategy, we work closely with you to accomplish your goals and enhance the long term success of your company.

First Steps

You may or may not have a need for an equity partner at this time. Some of our more successful investments occurred after cultivating a relationship with a business owner for several years. We encourage you to begin a conversation with us to better understand the options available to you, as well as Azalea’s unique approach to allow your Company to realize its full potential.

A Partner You Can Trust

We understand the importance of choosing a business partner you can trust. For over 17 years we have helped entrepreneurs realize their goals. We do what we say we will do and we treat others the way we want to be treated. Contact us to speak to any of our current or former company executives to get their perspective on working with Azalea.

Value-Add

Avoiding all risk is impossible in investing. We seek to manage rather than to avoid risk and understand that great challenges often create great opportunities for those who are properly prepared. Therefore, together with management, we identify and build on the strengths of your business, while also identifying and addressing its weaknesses. From capital allocation to people, systems, processes, or products, we methodically develop and execute a detailed plan for success to let our shared vision become a lasting reality.

Long Term Perspective

Some investors measure success by how quickly they “get in and get out” of an investment. Azalea takes a different approach. We look to build shareholder value and to leave a company better than we found it. This takes a great deal of time, energy, and capital. We do things right the first time, and take a long term perspective in growing your business.

Staying connected to our intermediary network is key to executing our investment strategy. We strive to provide deal professionals with prompt answers, transparency, and candid feedback.

Our goal is to communicate clearly and do what we say we will do so you can meet your objectives in getting your deals done in a timely and professional manner. Consistency, integrity, and professionalism – those are the principles on which our business was founded and how we build all of our relationships.

Transactions

  • Corporate Carve Outs
  • Growth Capital
  • Management Buyouts
  • Recapitalizations & Acquisition Strategies
  • Underperforming Situations

Industries

  • Aerospace
  • Business services
  • Consumer products
  • Energy services
  • Healthcare
  • Manufacturing
  • Value-added distribution

Company Size

  • Minimum Annual Revenues of $10 million
  • Up to $8 million in EBITDA

Business Characteristics

  • Established products/services
  • Defensible market position and competitive advantage
  • Operating earnings with reasonable capex requirements
  • Low risk of technological obsolescence
  • Asset base and/or cash flows to support debt structure

Structure

  • Common and preferred equity

Involvement

  • Serve as board level advisors
  • Leave the day-to-day operations to management

Buyside Fees & Engagements

  • We pay market based referral fees to intermediaries
  • For targeted searches, we may engage a buy-side intermediary to augment our internal efforts
  • For more information, please contact Ben Wallace

Our private equity firm maintains a network of experienced operating partners to assist our companies in achieving key growth objectives. We believe that the right management team is the single biggest determinant of the long term success of any company. We seek investment opportunities that allow us to leverage this diverse knowledge base to build shareholder value.

Team Oriented Approach

Optimal results come when you collaborate with other team members. Our management teams frequently reach out to us for advice, whether it’s dealing with a financial issue, marketing plan, or a key executive hire. We support our management teams and provide the guidance they need to make sound business decisions.

Aligned with Shareholders

Each of our management teams has financial incentives, both in current compensation and stock ownership, to achieve the financial goals of the Company. We believe this alignment of interests is the best way to achieve the long term objectives of all shareholders.