Our Approach

Our Approach

Our Approach

Our Approach

Aquire

Overlooked companies with sustainable growth & proven technology.

Optimize

Place experienced operators in key positions to drive growth and profitability.

Exit

Align companies with a pre-identified ecosystem of strategic & financial buyers.

Where We See Opportunity

There are thousands of overlooked, under-optimized technology companies with robust business models, proven technology, and high-growth potential. Venture funds focus on the fastest growing companes, while private equity firms want acquisition-ready businesses with scale and solid margins. Our strategy is built in the whitespace, taking advantage of this inefficiency.

Where We See Opportunity

There are thousands of overlooked, under-optimized technology companies with robust business models, proven technology, and high-growth potential. Venture funds focus on the fastest growing companes, while private equity firms want acquisition-ready businesses with scale and solid margins. Our strategy is built in the whitespace, taking advantage of this inefficiency.

Where We See Opportunity

There are thousands of overlooked, under-optimized technology companies with robust business models, proven technology, and high-growth potential. Venture funds focus on the fastest growing companes, while private equity firms want acquisition-ready businesses with scale and solid margins. Our strategy is built in the whitespace, taking advantage of this inefficiency.

How We Unlock Value

The primary hurdle to growth in these companies is operational inefficiency. By co-investing alongside operators with a history of implementing scalable, data-driven growth strategies there is an opportunity to unlock substantial value. In short, we help take companies from good to great.

Brokercheck

SIPC

finra.org


Securities offered through Uhlmann Price Securities, LLC.  Member FINRA/SIPC.Advisory services offered through Uhlmann Investment Management, L.L.C., a registered investment advisory firm.

Private Equity and Venture Capital Investments involve a high degree of risk, are illiquid,  and investor should be able to afford loss of entire investment.

Brokercheck

SIPC

finra.org


Securities offered through Uhlmann Price Securities, LLC.  Member FINRA/SIPC.Advisory services offered through Uhlmann Investment Management, L.L.C., a registered investment advisory firm.

Private Equity and Venture Capital Investments involve a high degree of risk, are illiquid,  and investor should be able to afford loss of entire investment.

Brokercheck

SIPC

finra.org


Securities offered through Uhlmann Price Securities, LLC.  Member FINRA/SIPC.Advisory services offered through Uhlmann Investment Management, L.L.C., a registered investment advisory firm.

Private Equity and Venture Capital Investments involve a high degree of risk, are illiquid,  and investor should be able to afford loss of entire investment.