STRATEGY

We established Island Peak Capital to be unique and optimized in every way.  We are focused on building a portfolio of operating companies with top tier performance and optimum execution.  We partner with existing management, institutional investors and family offices to identify transformational opportunities for growth.  We make control-oriented investments and apply our operational expertise (“Optimization”).  For select investors and operating companies, we will provide Optimization as a Service.  


OPTIMIZATION METHODOLOGY

Island Peak Capital is focused on applying its Optimization Methodology for future enterprise value creation.  We seek two types of investment transactions: Reformed Growth and Tactical Opportunities.  Reformed Growth companies are modest (0-10%) growth businesses that have yet to reach its full potential.  Tactical Opportunities are opportunistic investment transactions in (10+%) growth companies that have been Optimized by IPC or may have a unique relationship with our advisory network.  We also apply Optimization as a Service when investment capital is not necessary. 

The Optimization Process is supplementary to the traditional due diligence process.  The IPC process includes pre-close assessments (4 in total) that drive operational insights and a post-close development of an Optimization Plan (5 Key Areas of Focus) which is a management-led plan, mentored and guided by IPC.  This jointly developed plan is built on the operational foundation Island Peak Capital has created which is an aggregation of past success as operators and investors in the technology service sectors we have experience.


SECTOR FOCUSED

The Island Peak Capital team has operational and investment experience in these particular sectors which we will focus:

  • Financial Technology, Payments, and Processing

  • Vertical Focused Software and HCIT

  • Cybersecurity, Compliance and Risk Management


INVESTMENT CRITERIA

Reformed Growth

  • 0 – 10% Revenue Growth

  • $0 - $10 million in EBITDA

  • Recurring Revenue Model

  • Desire for liquidity

  • Control (51% – 75% equity ownership) or Lead Investor (35%-45% equity ownership)

  • $10 - $30+ million of equity invested

  • Patient, long-term oriented capital with flexible holding periods

  • Management and existing equity rollover

  • Management equity incentive plans

Tactical Opportunities

  • 10+% Revenue Growth

  • Breakeven - $20 million in EBITDA

  • Recurring Revenue Model

  • Desire for growth or liquidity

  • Flexible ownership (20% - 100%)

  • $5 - $100+ million of equity invested

  • Patient, long-term oriented capital with flexible holding periods

  • Management and existing equity rollover

  • Management equity incentive plans


OPTIMIZATION as a SERVICE

We believe a flexible mandate and bespoke approach is often required to improve enterprise value. While many investors and managers of companies we encounter prefer this IPC approach, often an IPC investment does not materialize. When these existing stakeholders desire improved operational outcomes from strategic advice and operational mentoring, Island Peak Capital may provide its proprietary Optimization as a Service ("Optimization as a Service," or "OaaS"). We welcome inquiries.