Private Equity
Our Investment Approach
Deal Sourcing
Hypatia Capital sources deals primarily through its strong executive network. We also maintain extensive investment banking contacts and are regularly contacted regarding opportunities in our focus sectors.
Investment Evaluation
Hypatia Capital performs rigorous due diligence, including an assessment of target company's management, operations, and financial condition and forecasts. We also carefully asses the target company's positioning within a sector and the outlook for that sector.
Investment Committee / Closing
Hypatia Capital thoroughly reviews each proposed investment with our investment committee and strategic financial partners. We collaborate extensively with potential co-investors and work with funding sources to ensure successful closing.
Portfolio Management
Hypatia Capital seamlessly works with management to create detailed financial and operating plans prior to closing. Our philosophy is to remain actively involved in growth planning without encroaching on management's autonomy.
Board Involvement
Hypatia Capital strives for gender-balanced board structures. Our deep bench of senior executives in all of our sectors of focus allow us to bring meaningful viewpoints to the table, both as inside and outside directors.
Exit Strategies
Hypatia Capital analyzes the viability of anticipated exit strategies during the investment evaluation process. We continuously evaluate exit opportunities and market conditions to best obtain return objectives.
Networks and Affinity Groups
Networks and Affinity Groups
Our Investment Criteria
Transaction value:
Over $15 million, no upper limit
Company size:
Over $3 million of EBITDA, no upper limit
Transaction types:
Management buyouts; corporate divestitures; growth capital
Actively engage CEO-level executive network to originate proprietary investment opportunities
Management:
CEO-level executives with outstanding Fortune 1000 or middle market track records
Partners:
Work with dedicated fund on lower middle market deals
Partner with larger private equity firms on larger transactions
Our Executive Network
The Hypatia Capital Network is a qualification’s based group of CEO-level executives, private equity investors and leading corporations. Our network includes over 500 CEO-level executives, with over 25% serving on public boards.