
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