Investments

The principals have made investments in over 30 privately held businesses and a smaller number of publicly held companies. These investments have been in a wide variety of industries including manufacturing; distribution; import; as well as financial, information, and commercial service businesses.

Some of the industries in which the principals have previous rollup experience includes:

Logistics
Trucking
Mining Services
Utility Systems
Highway & Bridge Infrastructure
Electrical System Manufacturers
Dealerships
Landscaping
Commercial Building Construction
Safety and Preparation Product Manufacturers
Prison Services
Construction
Electrical Infrastructure and Reticulation
Contracting
Retail

The objective of Getty Morgan is to focus on those businesses which satisfy most of the earnings multiple variables related to the business itself in light of current and projected Private Equity Investment Trends. We will then consider the financial performance of the business as well as its strategic value and contribution to the overall group. The value we place on the business will then be based on a normalization of its earnings while adjusting for standard tax expense and any asset impairment.

Criteria

Getty Morgan seeks certain businesses that meet most of the earnings multiple variables related to the business itself in light of current and projected Private Equity Investment Trends.

Except under unique circumstances, or as part of a specific “bolt on strategy” the business also should meet most of the following financial criteria:

Adjusted pretax profit of at least $1 million or an adjusted EBITDA of at least $2 million
3+ years of profitability
Stable sources of recurring revenue
Identifiable opportunities for growth
Solid core management team
Minimal customer concentration

Typically we are best aligned with:

An owner wanting a financial partner to accelerate business growth and ultimately to manage a much larger organization
A serial entrepreneur who wants to sell so they can take on their next venture
An owner wanting to reduce some or all of their ownership stake yet continue to work in their business
An owner wanting to retire and exit the business