Blue Equity

Blue Equity Investment Criteria

Blue Equity identifies and cultivates opportunities in the lower middle market sector, fostering growth, optimal operational performance and profitability by driving innovation and accelerating opportunity.

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Strategic Approach

Blue Equity acquires majority stakes in companies or investment opportunities where a definitive, core strategy and superior execution will result in risk adjusted investment returns. Our approach consists of a unique combination of infusing capital, utilizing strategic relationships, and working directly with existing management. This methodology allows Blue Equity to position itself to deploy resources that dramatically increase revenue, cash flow and growth.

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Value Proposition

Blue Equity brings upward, post-acquisition value creation through initiatives which: Identify and execute formal roll-up strategies and/or horizontal/vertical integrations.

  • Devise and implement strategic plans, business plans, and formal budgeting processes.
  • Overhaul sales and marketing functions, modernizing recruitment, training and management functions.
  • Elevate technological and communication standards.
  • Provide equity to management and utilize heavily incentivized compensation plans.
  • Leverage our partnerships with recruiters, lenders, strategic partners, key contacts, accounting resources, and legal representation to maximize revenues and growth.
  • Identify potential exit strategies, when appropriate.
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Investment Style

Blue Equity entertains investment opportunities all over the world that range from $100,000 - $50,000,000+ and in the areas of: the idea phase, start up, angel, mature business cycle, or divestment of large, public entities. Deal structure can take the form of a purchase, equity infusion, recapitalization, debt to equity conversion, partnership or joint venture. Blue Equity strongly prefers operating control in its investments in order to most effectively implement its growth strategies.

For business investment inquiries, please contact: investments@blueequity.comback to top

Investment Criteria

  • Majority stake/controlling interest
  • Experienced management team that seeks to grow; or contingent upon specific factors, certain situations where the owner/operator seeks to retire, exit, or take equity out of the company
  • Potential scalability through organic growth, acquisitions or horizontal and/or vertical integration
  • Historically strong cash flow or demonstrated revenue build-up with potential to grow substantially
  • Strong positioning in the market or potential to become a leader in the market
  • Potential to realize significant efficiency gains from our unparalleled back office, accounting and legal support
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Submit A Proposal

All proposals should be submitted to: proposals@blueequity.com

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Investment Process