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Ironwood Investments

Investment Strategy

Experience shows that mid-cap companies are unable to grow beyond a certain size range due to inability to compete with the resources and capabilities available at the large-cap company level.

Thus, through our platforms, we provide shared value to our portfolio companies in finance, supply chain management, talent management, marketing, research, development, as well as technology.

Accordingly, through our Private Equity practice, we focus on building platforms for our core investments. We believe success comes from a clear direction and inimitable execution. Thus, our model is built on the execution excellence principles.

Our portfolio companies are mid-cap companies that have significant upside potential. We believe people are key for success, thus we value strong teams that have proven ability to add value together as a team. Moreover, we look for companies that have an export component of their top lines.

We do consider almost all sectors of the economy, but we are particularly interested in the following:

Focus

Sectors of the Economy

Food

Beverages

Manufacturing

Health

Education

Value Acceleration Unit

Throughout all our portfolio companies, we apply our Value Acceleration Model where we deploy our Value Acceleration Unit that provides full hands-on support to the operating CEO along 4 key dimensions.

Strategic Alignment

We work with the CEO to analyze the current business and market performance and facilitate strategy preparation process, through our unique boot camp approach. Where we utilize inherent company know-how along key industry experts and proven management tools to develop a bullet-proof growth action plan.

Organizational Alignment

We work closely with the CEO to ensure the organization is aligned on the strategy and plan set and approved by the Board. Thus acting more like a PMO for a specified duration. Moreover, we instill proper governance by activating the company board as well as the executive committee to ensure implementation of key initiatives is followed through and key challenges are addressed as soon as they are flagged.

Moreover, we advise the CEO on structural changes to the organization that could enhance the operating efficiency of the company as well as augment the decision-making process to make sure all decision making is optimized.

Financial Streamlining

The Value Acceleration Unit will assist the CEO in preparing the business plans and facilitate the annual budgeting process, ensuring that a process is integrated to ensure implementation every year. The Team will also continuously monitor and analyze financials and investment strategy as well as its associated risks and advice on appropriate mitigation plans. Particularly when it comes to working capital management, as it is a common challenge across many businesses.

Performance Management

Finally, the Value Acceleration Unit will create board and operational level dashboards to ensure continuous reporting and monitoring, thus facilitating proper decision making in a proactive manner.

Strategic Alignment

We work with the CEO to analyze the current business and market performance and facilitate strategy preparation process, through our unique boot camp approach. Where we utilize inherent company know-how along key industry experts and proven management tools to develop a bullet-proof growth action plan.

Organizational Alignment

We work closely with the CEO to ensure the organization is aligned on the strategy and plan set and approved by the Board. Thus acting more like a PMO for a specified duration. Moreover, we instill proper governance by activating the company board as well as the executive committee to ensure implementation of key initiatives is followed through and key challenges are addressed as soon as they are flagged.

Moreover, we advise the CEO on structural changes to the organization that could enhance the operating efficiency of the company as well as augment the decision-making process to make sure all decision making is optimized.

Financial Streamlining

The Value Acceleration Unit will assist the CEO in preparing the business plans and facilitate the annual budgeting process, ensuring that a process is integrated to ensure implementation every year. The Team will also continuously monitor and analyze financials and investment strategy as well as its associated risks and advice on appropriate mitigation plans. Particularly when it comes to working capital management, as it is a common challenge across many businesses.

Performance Management

Finally, the Value Acceleration Unit will create board and operational level dashboards to ensure continuous reporting and monitoring, thus facilitating proper decision making in a proactive manner.

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