Axial Radar: Lessons Learned from the History of PE

Nick Coetzee | October 25, 2019

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Featured Members


Trinity Consultants

Corporation

Trinity Consultants, a portfolio company of Levine Leichtman Capital Partners, is a group of ~1,000 consulting firms specializing in EHS, process engineering, and life sciences. Founded in 1974, Trinity’s core focus is environmental consulting (in particular air quality) for industrial clients. Over the last 10 years, the firm has expanded its geographical reach and breadth of service offerings through the acquisition of 22 companies. Trinity is actively looking to expand its footprint in Canada by connecting with Canadian investment banks and targeting Canadian environmental consulting companies The firm is also focused on increasing its presence in the US, UK, and Australia. Read More


Tucker Midis & Owen

Merchant Bank

Tucker Midis & Owen is a Merchant Banking firm based in Atlanta, GA that provides full-service, senior level investment banking services and strategic advice to privately-held mid-market companies. The firm was founded by William Tucker and Panos Midis in 2002. The principals of TMO are veterans of large investment banking and private equity firms and have over 85 years of combined deal execution experience. In addition to the firm’s traditional investment banking offerings, TMO also seeks to make equity investments in profitable, middle market companies located in the southeast. Read More


Zen Capital Partners

Family Office

Zen Capital Partners is a family office investment firm targeting middle and lower middle market technology businesses. The firm was founded by Brian Mukherjee, a seasoned technology executive and investor. Mr. Mukherjee has 10+ years of experience serving as a CEO or division head at VC/PE funded private companies, working closely with management teams to help transform organizations through investments in people, products, technology, and niche acquisitions. Zen Capital Partners is based in Winnetka, IL. Read More


Georgetown Analytics

M&A Advisory Firm

Georgetown Analytics is a management consulting and business financial advisory firm located in Atlanta, Ga, and Washington D.C. The firm offers a wide range of advisory services to middle and lower middle market businesses, including M&A, debt and equity capital formation, restructuring, and sale / capital formation preparation services. The Georgetown Analytics team is composed of high ranking military veterans who have all successfully built careers in investments, business management, and consulting. Read More


Hayden Creek Capital

Independent Sponsor

Headquartered in San Francisco, CA, Hayen Creek Capital is a principal investment firm that focuses on lower middle market private companies. Unlike traditional private equity firms, Hayden Creek Capital capitalizes each investment independently, allowing for a unique flexibility in the types of transactions they pursue and a true long term time horizon for the ownership of any given asset. Hayden Creek Capital was founded by Peter Vogt. Prior to founding the firm, Mr. Vogt was a VP at Murano Group, a SF based family office private investment firm, where he executed growth equity and buyout transactions principally in the consumer food and beverage industry. Read More


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This week from middle market review

                    + Family Offices Continue to Adapt and Grow 
                    + The (No-Prep) Business Development Event of the Year: Axial Concord
New York
                    + The Risks and Opportunities of Inorganic Growth
                    + Middle-Market Dealmaking Continues to Outperform
                    


Industry Trends

+ This recent Forbes article highlights the unique characteristics of independent sponsors that make them competitive buyers in today’s evolving landscape (accessibility to diverse sources of capital, flexibility, industry expertise etc.).
+ In the early days of the independent sponsor model, former PE and IB professionals dominated the space.
+ Now, according to research from Citrin Cooperman, more professionals from other diverse backgrounds, such as operations and consulting, have begun entering the independent sponsor arena.

Source: Citrin Cooperman’s 2018 Independent Sponsor Report

Get in touch

Reach out to nick.coetzee@axial.net to learn more

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