ROXBURY & CO.

An investment partnership seeking to acquire and operate
a mission-critical services business in the U.S.

Why Roxbury & Co.?

Goals

Your
Company

Continuity /
focus

Employees

Source of Capital

Transaction &
Deal Terms

Private Equity Buyers

Maximize profitability over
next 3 to 5 years

One of many portfolio companies

Financial engineering and cost-cutting to secure short-term returns

Secondary priority to financial return

Individual and/or passive sources that may never be known to you

Complex; often pursue multiple transactions simultaneously

Strategic (Corporate) Buyers

Inherit parent company strategy, culture, and priorities

One piece of a larger parent company

Integrate company, reduce redundancies (e.g. headcount)

Subject to redundancy / severance

Public or private company assets

Slow; structured to protect the buyer company

ROXBURY & CO.

Long-term, sustainable growth

Focused ownership and full commitment

Build and grow existing business

Continue to grow and develop

Diverse group of successful entrepreneurs, investors, operators

Quick, Flexible, Focused

Our focus is on enduring businesses that exhibit the following characteristics

Business profile

  • Founder-owned

  • Recurring or re-occurring revenue

  • Limited customer concentration

  • High customer retention

  • Opportunities for value creation

Industry focus

  • Mission-critical B2B services

  • Fragmented or regulated industry

  • Examples include compliance, risk, and regulatory services

Financial profile

  • $2 to $10 million in EBITDA

  • $10 to $50 million in revenue

  • >10 years of operating history

  • Attractive margin profile

Owner situation

  • Motivated, high-integrity seller

  • No succession plan