Our Investment Approach
A Partnership-First and Creative Approach to Providing Capital
When you engage with any of us, you are interacting with a decision maker. Boathouse has a lean team, which enables us to be nimble and focused on flexible equity investments for a variety of transactions.
Approach
We provide equity capital with a clear vision geared towards supporting your strategic initiatives with a customized solution. Our alignment on accelerated growth enables us to invest in a variety of industries and business models.
Flexible Capital
Our partnership goes beyond capital. We support our companies with expertise in M&A Execution, Sales Acceleration, and Human Capital Management, combined with consistent Strategic Guidance.
Dedicated To
Coupled with our value added capabilities, our capital is used to unlock scale for proven platforms through organic growth and inorganic growth through acquisitions. We provide structured capital to facilitate acquisitions, sales acceleration, recapitalizations and full or partial liquidity events.
Unlocking Scale
Our Criteria
EBITDA Multiple Companies:
- Revenue of at least $10 million
- EBITDA of at least $2 million
- EBITDA margins of at least 10%
- Stable historical financial performance
- Modest ongoing capital requirements
OR
Revenue Multiple Companies:
- ARR of at least $5 million
- 12-18 month path to positive cash flow
- Strong unit economics
- Minimum 10% organic revenue growth
- LTV/CAC of at least 3:1
Investments of $5mm - $50mm to Support
- Growth Capital
- Strategic Acquisitions
- Minority Recapitalizations
- Control Buyouts
Industries of Interest
- Software / SaaS
- Technology-Enabled Services
- Healthcare IT / Services
- Opportunistic for EBITDA Multiple Companies
We Approach Each Investment as a True Partner
We differentiate ourselves by driving substantial value creation post-close.
Human Capital
- Maintain high-performance culture
- Leadership and succession planning
- Best practices for recruiting and retaining talent
- Leverage relationships within network and search firms
- Analysis of current leadership, team members, or other key individuals
- Promote employment development and career planning
Strategic Advice
- Leverage robust network of proven operators to provide expertise in key areas of weakness
- Provide strategic guidance through strong board presence
- Optimize both strategic direction and tactical execution
- Identify market opportunities to implement product developments and enhancements
M&A Execution
- End-to-end M&A support; de facto outsourced corporate development
- Develop / enhance acquisition pipeline
- Identify complementary add-on acquisitions
- Provide sourcing engine and establish dialogue with targets
- Strategic evaluation, deal execution, and integration planning
Sales Acceleration
- Add sales resources to increase pipeline velocity and conversion
- Lower customer acquisition costs by expanding partnerships and networks
- Improve penetration and up-selling through targeted marketing
- Implement better reporting and metrics to drive performance
- Optimize pricing and provide customer segmentation analysis
Human Capital
- Maintain high-performance culture
- Leadership and succession planning
- Best practices for recruiting and retaining talent
- Leverage relationships within network and search firms
- Analysis of current leadership, team members, or other key individuals
- Promote employment development and career planning
Strategic Advice
- Leverage robust network of proven operators to provide expertise in key areas of weakness
- Provide strategic guidance through strong board presence
- Optimize both strategic direction and tactical execution
- Identify market opportunities to implement product developments and enhancements
M&A Execution
- End-to-end M&A support; de facto outsourced corporate development
- Develop / enhance acquisition pipeline
- Identify complementary add-on acquisitions
- Provide sourcing engine and establish dialogue with targets
- Strategic evaluation, deal execution, and integration planning
Sales Acceleration
- Add sales resources to increase pipeline velocity and conversion
- Lower customer acquisition costs by expanding partnerships and networks
- Improve penetration and up-selling through targeted marketing
- Implement better reporting and metrics to drive performance
- Optimize pricing and provide customer segmentation analysis