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Axial Radar: Retaining Investment Talent

Axial Radar

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Happy Friday and welcome to another edition of Axial Radar!

Last week on Radar, we discussed how nation-wide labor shortages are forcing investors to change their due-diligence processes. This week, we’ll take a look at how those very same labor challenges are shaking up the investment firms themselves.

Already dubbed The Great Resignation, employers have been dealing with a not-so-insignificant increase in employees quitting their jobs. So far in 2021, 27% of VC and PE firms reported losing at least one partner or key recruit (up from 22% in 2020).

In this week’s featured Industry Trends article, we’ll take a look at how the tables are turning in the employee’s favor, and how cash (unsurprisingly) is proving to be a very effective employee retention tool.

Our featured buy-side members this week include one of Amazon’s leading FBA platforms, an HVAC investment group, and a LMM focused independent sponsor. On the sell-side we’ll introduce you to a leading business brokerage firm and a Canadian M&A Advisory firm.

Click here to follow Axial on LinkedIn and stay up to date on the latest trends in the world of Lower Middle Market deal making.


Axial

Featured Members

Branded Group

Branded
Corporation

Branded Group is one of Amazon’s leading FBA platforms, becoming a home to some of the most beloved brands online. The Branded community includes the brightest minds in the FBA seller community combined with successful global marketplace operators that have helped scale the world’s largest e-commerce platform generating tens of billions in revenue.

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Brentwood Growth

Brentwood Growth Corp
Business Broker

Brentwood Growth assists individuals and business owners wanting to sell their company, acquire a company for growth or enhance the value of their companies for greater cash flow or a future sale. Brentwood’s unique approach is to consult each of their clients through the entire process of selling or acquiring from beginning to end. The Brentwood team has years of experience in this process and wants to ensure that their clients know what to expect, ultimately walking away from a closed deal satisfied.

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WiseHome Investment Group

WiseHome Investment Group
Holding Company

WiseHome Investment Group is an HVAC investment group that focuses on control investment opportunities in the lower middle market. The firm seeks out investments in which they can establish true collaborative partnerships with business owners and management teams. WiseHome adopts, integrates, and scales HVAC businesses using their sales, marketing and technology platforms that lead to a substantial creation of value over a long-term investment horizon.

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Chilton Associates

Chilton & Associates Inc.
M&A Advisory Firm

Chilton & Associates works with privately-owned, Canadian companies to help them sell their businesses. The Chilton team assists business owners throughout the entire selling process including business valuation, confidential marketing, buyer screening, negotiating terms and closing.​​​

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DK Smith

D.K. Smith & Co.
Independent Sponsor

D.K. Smith & Co. is a private equity independent sponsor focused on making control acquisitions and partnering with management teams to grow lower middle market companies. The firm seeks platform investment targets with $5-$25 million in EBITDA and will go as low as $2 million in EBITDA for bolt-on investments. D.K. Smith works with business owners seeking a meaningful upfront cash payment for their business, an opportunity to rollover and retain a continued ownership position, and potentially remain involved in the management and growth of the business.

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This week from
Middle Market Review

Roll Up Your Own: How Selling Several Companies At Once Can Increase Multiples
Read More

Don’t Break the Bank: 5 Budgeting Tips For Independent Sponsors
Read More

Don’t Break the Bank: 5 Budgeting Tips For Independent Sponsors
Read More

Owners: Keep Your Eye On Your Equity
​​​​​​Read More

Industry Trends

VC, PE Firms Resort to Salary Hikes Amid Historic Quitting Spree

Source: PitchBook

Get in Touch

Reach out to dani.forman@axial.net to learn more

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