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- Identified growing demand for innovative, performance-based marketing solutions
- Unique insight into TRANZACT’s business model, management, client base and pipeline of business
- Led to acquisition of company out of bankruptcy at attractive valuation (invested $8M for 74% ownership stake)
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- Tracked progress of management and company for three years
- Partnered with existing team who had strong track record of creating value (previously built two marketing services companies >$100M revenue)
- Management’s commitment solidified by their own capital investment of $2M
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GOVERNANCE - Control all major decisions through 3 of 5 board seats
STRATEGY - Right-sized employee base and repositioned new business efforts to financial services sector
CUSTOMERS - Provided customer introductions that led to new business
ACQUISITIONS - Sourced approximately ten acquisition opportunities and completed two accretive aquisitions
FINANCING - Led recapitalization and negotiations with senior lender
PERSONNEL - Recruited key management hires
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