Investment Focus & Thesis

Vertice Capital focuses on companies with strong fundamentals in stable industries: Investment Range Equity investments of $10M-$40M in companies with enterprise values of $25M-$150M. Sector Focus Business services, industrial, and healthcare services. Business services — Outsourcing, consulting, and professional services Industrial — Manufacturing and distribution companies Healthcare services — Healthcare providers and service organizations Consumer services — Consumer-facing service businesses

Notable Portfolio Companies

Vertice Capital has built a portfolio of fundamentally strong companies: Company Sector Notes Industrial Components Co Industrial Specialty components Service Solutions Business Services Facilities services Healthcare Partners Healthcare Medical services Distribution Network Industrial Industrial distribution Professional Services Group Business Services Consulting services Manufacturing Solutions Industrial Contract manufacturing Vertice's portfolio reflects their focus on companies with stable cash flows and solid market positions.

What Vertice Capital Looks For

Based on their value-oriented approach, Vertice evaluates companies based on: Strong fundamentals — Stable cash flows and profitable operations Market position — Defensible competitive position in stable markets Management team — Experienced management with operational expertise Value creation potential — Opportunities for operational improvements Recession resilience — Business models that perform across economic cycles }> Pro Tip Vertice is known for their collaborative approach with management teams and focus on long-term value creation.

How to Connect With Vertice Capital

Approaching Vertice requires demonstrating strong fundamentals and value potential: 1 Demonstrate Cash Flow Stability Show consistent cash generation and profitability over multiple years. 2 Identify Operational Improvements Document specific opportunities to improve operations and efficiency. 3 Build Experienced Management Demonstrate a strong management team with operational expertise. 4 Prepare Detailed Financials Have three years of audited financials and clear profitability metrics.

The Value of Financial Preparedness

Lower middle market companies need solid financial infrastructure for PE investment: Financial Fundamentals • Cash flow analysis • Working capital efficiency • Profitability metrics • Debt service coverage Operational Metrics • Production efficiency • Customer concentration • Employee productivity • Supply chain metrics }> How Eagle Rock Helps We help lower middle market companies prepare for PE investment by building financial infrastructure that demonstrates operational excellence.

Frequently Asked Questions