Patient Capital & Long-Term
Partnerships

Partnering with Entrepreneurs for More Than 25 years
OUR Structure
  • We are highly selective and operate under a structure that enables long-term ownership. This minimizes management distraction, allows for tax-efficient compounding of capital, and facilitates true long-term stewardship.
  • The result - we provide entrepreneurs an excellent platform to innovate and execute their long-term vision.
OUR INVESTMENTS
  • We target equity investments of $20 million to $100 million and pursue both majority and minority equity positions in growth companies.
  • We focus on technology-enabled service businesses with strong growth drivers and specialize in helping companies break through several hundred million in revenue.
  • Generation's professionals have developed significant expertise in the business process and resources necessary to help build and grow these special businesses, and actively share best practices across our portfolio companies.

We invest primarily in Four broadly-defined industry groups: Business & Information Services, Healthcare Services & Technology, Media & Marketing Services, And real estate

Within these areas, we frequently develop an investment theme and target specific sectors which we believe are poised to benefit from key secular trends. We are long-term investors and have been involved in some of our companies for more than 15 years.

We are more than just investors, we are business builders. We provide capital, strategic guidance, M&A expertise, management team building, financial market expertise, technology and systems assessment, executive coaching and access to a vast network of business building resources.

OUR STRATEGY
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We look for the following characteristics in potential investment companies:

  • Favorable secular industry trends
  • Experienced, mission-driven leaders
  • Recurring revenue service business model
  • Strong customer value proposition
  • Profitable or clear path to profitability
  • High growth – at least 15% annually
  • Innovative & practical use of technology to gain competitive advantage

Helping Entrepreneurs do things right -
the first time

Sharing best practices developed through more than 30 years of investing experience
Sales & Marketing Development

Over the past three decades, the firm’s principals have been involved in countless sales and marketing successes and failures and have developed a network of resources to develop the right mix of programs for a particular company. Generation has also invested in several online/search and marketing service businesses and has developed key relationships and special expertise in these functions that are so critical to accelerating growth.

M&A/Business Development

Generation has years of experience executing buyouts and add-on acquisitions. We offer advice and hands-on use of our professionals to assist portfolio companies in identifying, analyzing, negotiating and financing strategic acquisitions. We enable our portfolio companies to establish and defend their competitive position through both organic growth and the ability to opportunistically acquire strategic assets.

Strategic Guidance

Generation has built a strong reputation for adding value in portfolio companies by serving as a key advisor to CEOs and management teams. We are actively involved and provide entrepreneurs with a valuable sounding board on issues such as overall business strategy, competitive positioning, market trends, product development, management, team assessment, and sales and marketing execution.

Management Team Building

Generation helps entrepreneurs build high performance management teams. We identify key team needs, design compensation plans, and help recruit top management talent. Generation has helped place many executives in our portfolio companies. In addition, Generation has established  relationships with select recruiting firms.

Financial Expertise

Generation plays an active role in corporate finance strategy and execution. Our years of buyout, growth equity and venture capital experience allow our firm to analyze and help execute corporate finance decisions for both emerging and mature companies. We have public and private capital markets experience in both the equity and debt markets and have contacts throughout the investment banking and lending communities. Generation has been instrumental in guiding portfolio companies through multiple IPOs, public equity and debt financings, as well as strategic partner relationships, leasing transactions and bank financings.

Communication among Portfolio Company Network

Generation encourages and facilitates communication among our portfolio companies to provide managers with advice and counsel on a wide range of business problems and opportunities. This allows managers the opportunity to share experiences, challenges and solutions with an outstanding group of CEOs who run businesses with similar characteristics, size and growth rates.

Strategic Partnering

Generation’s professionals have a long history of helping portfolio companies with strategic alliances and have been involved with portfolio companies that have teamed with Microsoft, General Electric, Comcast, AmerisourceBergen, AT&T, IBM, Computer Sciences Corp., Wal-Mart, Hewlett-Packard, Fuji, Samsung, Siemens, Tegna/Gannett and many others.

Technology/Systems Assessment

In addition to the counsel from our professionals in the important and complex issues surrounding information technology, Generation has developed resources dedicated to helping our companies assess technology management, risk and scalability, implement business continuity plans and drive technology innovation to improve quality, increase customer satisfaction and lower costs.

DISCLOSURES

This website may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.

Views regarding the economy, securities markets, or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor.

The material listed in this website is current as of the date noted, and is for informational purposes only, and does not contend to address the financial objectives, situation, or specific needs of any individual investor. Any information is for illustrative purposes only, and is not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or strategy performed in reality.

Generation does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Adviser’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website is intended solely to provide information regarding Generation Partners’ potential financing capabilities for prospective portfolio companies.

The information provided on this website, including information regarding Generation Partners’ current and historical portfolio companies, is not intended to recommend any company or investment described herein and is not an offer or sale of any security or investment product or investment advice. In any event, past performance is not a guarantee of future results and it should not be assumed that results for portfolio investments will be achieved for other investments. Representative investments are not to be considered a complete list of all investments made or currently held by Generation Partners funds.

Generation Partners provides investment advisory services only to the privately offered Generation Partners funds. Generation Partners does not solicit or make its services available to the public or other advisory clients.

The “Limited Partners Web Site” is solely for the use of existing limited partners of investment funds sponsored by Generation Partners and is intended to provide electronic copies of information that existing limited partners have received already as investors in Generation Partners funds.

In the United States of America, Generation Partners operates as an SEC-registered investment advisor. This website is intended solely to provide information regarding Generation Partners’ potential financing capabilities for prospective portfolio companies.

Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen or experience. Industry registrations, designations, recognitions or awards should not be construed as an endorsement or a recommendation to retain the Adviser by the granting entity or any regulatory authority. Unless stated otherwise, any mention of specific securities or investments is for hypothetical and illustrative purposes only.  Adviser’s clients may or may not hold the securities discussed in their portfolios.  Adviser makes no representations that any of the securities discussed have been or will be profitable. An investment fund managed by Generation is speculative and may involve a high degree of risk.  Opportunities for withdrawal or redemption and transferability of interests are restricted, and investors may not have access to capital when it is needed.  There is no secondary market for the interests and none is expected to develop.  The fund portfolio may have concentrations and this lack of diversification may result in higher risk.  An investment should not be made unless the investor is prepared to lose all or a substantial portion of the investment.

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