Insignia seeks investments in growth-oriented and profitable founder, entrepreneur and/or family-owned businesses in the consumer, business services and healthcare sectors. We seek to partner with business owners and management teams that are looking not only for capital, but also a strategic partner with the type of value-added expertise that we can bring as a result of our prior operational experience. We can help management teams significantly accelerate growth and value creation through our expertise with product development, sales expansion, operational optimization and acquisition strategies.
We recognize the tremendous amount of time and effort invested by founders and management teams to build their businesses, and we believe we have an unwavering responsibility to shepherd portfolio companies through the next stage of their growth. We seek investments in family-owned businesses where we can help generate liquidity for the family while carrying on their legacy as stewards of growth and operational excellence. We seek to provide ownership transitions designed to fit the needs of founders & entrepreneurs, and we strive to ensure that the ideals & goals around which businesses were founded are not compromised.
Partnerships built on trust and empowerment of management
Our goal is to empower management teams to lead and run their companies on a day-to-day basis, while supporting them as trusted Board members and advisors. Our team has over 100 years of combined experience helping build successful businesses. This combined experience includes an immense amount of operational experience in addition to investment experience. As a result, we understand first-hand the strategic and operational challenges that lower middle-market companies regularly face and can serve as value-added partners to management teams through both successful and challenging times.
Equity ownership and value creation for management
We seek to partner with motivated management teams with whom we share a common vision and who wish to participate meaningfully in future value creation. In order to align interests, we believe in providing management teams with an opportunity for a meaningful ownership stake in our investments through direct investment alongside Insignia as well as incentive equity.
Conservative capital structures
We believe it is critically important that companies have the flexibility to invest for growth and are not constrained by debt obligations. As such, we prefer not to burden companies with excessive amounts of debt, but rather to use prudent levels of leverage that preserve flexibility for growth and sustainability during economic downturns.
Access to Insignia’s industry networks
In addition to our own operating experience, we have access to a broad network of industry experts and other value-added resources that can help management teams further enhance business performance. We have previously been helpful with introductions to new customers, suppliers, vendors, executive talent and other business partners. We routinely recruit value-added independent Board members using our networks.
Success through integrity
We are committed to building strong, lifelong relationships with our management partners in any investment. We believe that successful partnerships are founded on trust, honesty, sincerity and mutual respect, and we embody these principles at Insignia. We care not only about the end result, but also the manner in which we achieve it. As a testament to our approach, several executives with whom we have previously partnered have invested in our funds.