Transaction Approach

Boathouse has a lean team, which enables us to be nimble and flexible when making mezzanine debt and structured equity investments. We approach every situation with an open mind and create customized investment structures to match any business model or transaction type. There is no red tape here; when you do business with any of us, you are interacting with a decision maker.  As a partner for growth, Boathouse looks to take make investments where it can help in the value creation process.  We also believe our ability to invest on a non-control basis provides our management partners with the freedom to execute their business plans and maximize their retained ownership.

Flexible Underwriting

Whether you have a revenue multiple business model focused on top-line growth or have already passed into profitability, Boathouse a solution to meet your needs. Our ability to invest across the entire junior capital structure with both mezzanine debt and structured equity provides our owners with the best of both worlds.  We look to blend the best attributes that mezzanine debt and equity have to offer in order to create most upside for our management teams and owners.  In every Boathouse investment, our goal is to provide a junior capital solution that allows management to focus on maximizing their company’s long-term growth objectives without the concern of cumbersome amortizing debt while also limiting equity dilution.

Value Creation

Boathouse doesn’t invest in turnaround situations; we instead partner with management teams already excelling at running an attractive business. Once invested, we share best practices learned from our years of investing together and bring to bear expertise from our network of operating executives. We build value added Boards and assist in rounding out management teams.  If we invest in your business, we’ll help you make it better so that we can win as a team.  We believe in using our business development and underwriting skills to be an outsourced corporate finance arm for our portfolio when it comes to sourcing, reviewing and funding add-on acquisitions after our initial investment.

  • M&A Execution
    • End-to-end M&A support
    • Develop acquisition pipeline
    • Provide sourcing engine
    • Deal evaluation and execution
  • Sales Acceleration
    • Add resources to drive growth
    • Lower acquisition costs
    • Improve channel penetration
    • Identify strategic add-ons
  • Operations & Product Development
    • Accelerate R&D innovation
    • Information-based decisions
    • Organizational redesign
    • Pricing / profitability analysis
  • Recruit & Retain Talent
    • Best practices for recruiting
    • Leverage relationships
    • Analysis of current leadership
    • Employment development

Owner-Operators & Management Teams

Owner operators and/or management teams are the core of Boathouse’s deal flow strategy. Owner-operators partner with us for a variety of reasons, among them:

  • To obtain growth or acquisition capital
  • To team up with a value-added partner
  • To recapitalize the balance sheet
  • To take some chips off the table
  • To deal with succession planning issues
  • To buy out a business partners

What’s With the Name?

We are named after Philadelphia’s famous Boathouse Row along the Schuylkill River. Does this mean we are all ex-champion rowers? Afraid not.

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