Investment Focus & Thesis

Siris Capital focuses on companies that demonstrate strong fundamentals and clear pathways to value creation: Investment Range Equity investments typically ranging from $100M-$500M+ in companies with enterprise values of $250M-$2B+. Sector Focus Enterprise software, IT services, communications technology, and technology-enabled services. Enterprise Software — Vertical and horizontal software applications IT Services — Systems integration, managed services, and IT outsourcing Communications — Telecommunications, wireless infrastructure, and communications equipment Data & Analytics — Data management, analytics, and business intelligence Cybersecurity — Security software, managed security, and compliance solutions

Notable Portfolio Companies

Siris Capital has built a portfolio of market-leading technology and communications companies: Company Sector Notes Equinix Data Centers Global data center provider Airbnb Technology Travel and hospitality platform Rackspace Technology IT Services Multi-cloud services West Corporation Communications Unified communications Mitel Communications Business communications NCR Corporation Enterprise Software Retail and financial technology Siris Capital has completed numerous successful exits through strategic acquisitions and public offerings, demonstrating their ability to create significant value in technology and communications investments.

What Siris Capital Looks For

Based on their investment approach, Siris Capital evaluates companies based on: Strong market position — Leading market share or defensible niche in attractive markets Recurring revenue — High-quality revenue with strong retention characteristics Growth potential — Clear opportunities for organic growth and acquisitions Operational excellence — Proven business model with path to margin expansion Experienced management — Strong teams with deep sector expertise }> Pro Tip Siris Capital brings significant operational expertise and industry connections. They often pursue buy-and-build strategies to consolidate fragmented markets.

How to Connect With Siris Capital

Approaching Siris Capital requires demonstrating strong fundamentals and strategic potential: 1 Demonstrate Market Leadership Show strong market position, customer loyalty, and competitive differentiation. 2 Build Financial Infrastructure Ensure clean financials with EBITDA of $25M+. Have detailed financial models and operational metrics ready. 3 Develop Acquisition Strategy Identify potential acquisition targets and articulate how consolidation could create value. 4 Leverage Sector Connections Build relationships through industry events, investment bankers, and advisors familiar with Siris.

The Value of Financial Preparedness

Companies seeking Siris Capital investment must demonstrate strong financial metrics and operational excellence: Revenue Quality • Recurring revenue percentage • Net revenue retention • Revenue growth rate • Customer concentration Operational Excellence • EBITDA margins • Gross margins • Revenue per employee • Path to profitability }> How Eagle Rock Helps We help technology companies prepare for Siris Capital investment by building robust financial infrastructure and ensuring due diligence readiness.

Frequently Asked Questions