Investment Focus & Thesis

HCI Equity Partners focuses exclusively on partnering with family and founder-owned businesses. Their investment thesis centers on meaningful partnerships where owners retain equity stakes: Investment Approach Business partner first, with management and sellers retaining meaningful equity stakes. Recognition Named to Inc.'s Top Founder-Friendly Investor List for 6 consecutive years. Manufacturing — Industrial manufacturing with technical capabilities and niche positioning Distribution — Value-added distribution and wholesale businesses Services — Business and commercial services with recurring characteristics

What HCI Looks For

Based on their investment patterns and recognition as founder-friendly, HCI Equity Partners evaluates opportunities based on: Family or founder ownership — Companies owned by families or founders seeking partnership Growth potential — Businesses with clear pathways to growth in industrial sectors Management continuity — Ownership interest for existing management post-transaction Operational expertise — Companies that benefit from HCI's operational experience Long-term partnerships — Businesses seeking a partner for growth, not just a buyer }> Pro Tip HCI is explicitly founder-friendly and wants sellers to remain invested in their company's future. If you're looking for a partner who will keep you involved rather than buying you out completely, HCI is an excellent target.

How to Connect With HCI Equity

Approaching HCI Equity Partners requires demonstrating your company's partnership potential and growth trajectory: 1 Emphasize Partnership Intent Show interest in retaining equity and continuing involvement in the business post-transaction. 2 Demonstrate Growth Potential Present clear strategies for organic growth and operational improvements. 3 Show Management Depth Demonstrate you have a team that can run the business with HCI as a partner. 4 Leverage Industry Networks HCI has strong relationships in manufacturing and distribution. Seek warm introductions.

The Value of Financial Preparedness

PE firms like HCI expect detailed financial information specific to manufacturing and distribution: Operational Metrics • Gross margin by product line • Capacity utilization • Production efficiency • Quality metrics Financial Data • EBITDA analysis • Working capital requirements • Capital expenditure needs • Customer concentration }> How Eagle Rock Helps We help manufacturing and distribution companies prepare for PE investment by building detailed financial models, margin analysis, and operational dashboards. Our fractional CFO services ensure your company is ready for HCI's due diligence.

Frequently Asked Questions