RomanRoadCapital.com
415 N. Tejon Street Colorado Springs, Co. 80903
(510) 417-6184 (p.)
Overview Roman Road Capital Partners LLc (RRCP) is a investment fund formed by professional investors, entrepreneurs and business executives.
Focus
We are focused on investing in a single, privately held company as a platform for growth. A cornerstone of our investment strategy is the commitment to take a active role in the day to day management of our acquired company.
Experience
Each and every member of the RRCP executive and investment team has significant experience in purchasing, managing and advising small and middle market enterprises. The investment team is primarily made of former founders, board members and executives of SME’s.
RomanRoadCapital.com
415 N. Tejon Street Colorado Springs, Co. 80903
510 417-6184 p.
Our Approach Roman Road Capital Partners offers business owners a unique alternative to traditional liquidity options for their business by providing a more flexible approach in how we structure our investment. In addition we are interested in taking a active role in the day to day management of the business. We believe this approach allows owners to achieve their goals of liquidity while at the same time ensuring the longterm success of the business.
Our approach is best summarized by the following:
Strategic Buyers
Private Equity
Orientation
Growth
Asset Purchase
Maximize return to shareholders
Investment Horizon
Long-Term
Varies
3-5 years
Expertise
Growing middle market businesses
Managing a large organization
Financial
Commitment
Sole investment: full time management and dedicated board of directors
One of many divisions
One of many portfolio companies
Agreement structured to protect Deal terms impacted by leverage and fund corporation
structure
Requires review by multiple committees Resources allocated among multiple deals: and possibly board approval
investment committee approval
Transaction Structure
Terms driven by needs of owners
Timing Factors
Focused on closing a single transaction as quickly as possible
Importance of Employees
Critical aspect of growth strategy
Varies
Varies
Future Role for Current Owners
Flexible: could include board seat or ongoing consulting role
typically none
Same with increased responsibility and reporting requirements
RomanRoadCapital.com
415 N. Tejon Street Colorado Springs, Co. 80903
510 417-6184 p.
Investment Criteria
Business
Financials
Industries of Interest
o Privately owned
o Revenue of $5 to $50 million
o Good Reputa3on
o EBITDA of $2.0 to $5.0 million
o Strong market o Historical Revenue growth posi3on in industry >10% o Recurring Revenue o Industry growth rate >2x infla3on rate o Fragmented industry o Room to grow, current industry and adjacencies
o EBITDA margins >15% o Consistent margins and history of profitability o Strong cash flow characteris3cs
o Business to business services o Business to consumer services o Technology enabled services o Light manufacturing o Healthcare delivery services o Business logis3cs
Ownership Situa9ons o An owner at or near re3rement looking to sell his business and transi3on day to day opera3ng responsibility o An entrepreneur looking for addi3onal capital and managerial resources to grow the business o Non-‐management shareholders looking to divest their ownership o A corpora3on looking to divest a non-‐core subsidiary of a larger business o A special situa3on resul3ng in change of ownership such as the death of a business owner
RomanRoadCapital.com
415 N. Tejon Street Colorado Springs, Co. 80903
510 417-6184 p.
Our Team Every member of our team has significant experience working with middle market businesses,
as founders, senior executives, board members or investors. Roman Road is focused on investing in a business that would be able to capitalize on our collective expertise and capital to grow the business and create value for all stakeholders.
Ben is the managing partner and founder of Roman Road Capital Partners LLC and brings over 10 years of professional asset management experience to the organization.
Most recently Ben served as a Vice President and fiduciary portfolio manager at Merrill Lynch Wealth Management in Cherry Creek Colorado. In this role he oversaw day to day management of a securities portfolio valued at over $165 million. His clients included corporations, SME’s, institutional investors, foundations and select high net worth individuals. In addition to providing asset management services, Ben advised his clients on tax, legal and business issues including M&A and business divestitures.
Ben holds a International Master of Business Administration (IMBA) from the prestigious Instituto de Empresa (IE) Business School in Madrid Spain. Ben graduated IE in the top 5% of his class and earned magna cum laude honors. He was elected as student representative where he served to improve student relations with the school administration and to enhance and improve university reputation and prestige.
RomanRoadCapital.com
415 N. Tejon Street Colorado Springs, Co. 80903
510 417-6184 p.
Our Team (Continued) Key Investors and Strategic Advisors Pacific Lake Partners Pacific Lake Partners is a $35 million private equity firm focused on investing in small-cap leveraged buyouts. Pacific Lake backs promising entrepreneurs searching for established, profitable companies in high growth industries. The firm itself was founded by successful entrepreneurs and has invested in dozens of successful companies. Pacific Lake is headquartered in Boston Massachusetts. Jim Southern and Coley Andrew are the founders of Pacific Lake. www.pacificlake.com
Trilogy Equity Partners Trilogy Equity Partners is a closely held private investment company founded by a group of highly successful wireless and technology entrepreneurs. Their partners are founders, board members and investors in some of the most well know and successful corporations in the United States. They work to partner with great entrepreneurs to build great companies. Trilogy is headquartered in Seattle Washington. Scott Alderman and Cregg Baumbaugh are principals at Trilogy Equity. www.trilogyequity.com
Search Fund Partners
Search Fund Partners is a private equity firm focused on supporting search fund entrepreneurs buy, build and exit successful small and medium sized enterprises. The firms founders, all Stanford MBA’s, have invested in dozens of successful SME’s since the firms founding and are well known as experts in the field of search fund buyouts. Search Fund Partners is headquartered in Menlo Park California. Rich Kelly, Dave Carver and Jim Edmunds are principals at Search Fund Partners. www.searchfunds.net
Select Individual Investors
Graham Weaver- Founder and CEO of Alpine Investors
Kent Weaver- Chairman and CEO of Progressive Home Care
James Donovan- Founder and CEO of Donovan Resources
Roy Richards Jr.- Chairman and former CEO of Southwire Corporation.
Jim Johnson and Matthew Diamond- Founders of Alloy Inc.
David Dodson- Professor at Stanford Graduate School of Business
Blake Winchell- Venture Capitalist and Managing Partner at Partner Ventures
Lew Davies and René Lajous- The Cambria Group
RomanRoadCapital.com
415 N. Tejon Street Colorado Springs, Co. 80903
510 417-6184 p.
Contact Us If you’d like to learn more about Roman Road or to discuss a specific opportunity, please contact Benjamin Litjen at:
Roman Road Capital Partners LLC
415 N Tejon Street
Colorado Springs, CO. 80903
[email protected]
(510) 417-6184
www.RomanRoadCapital.com
RomanRoadCapital.com
415 N. Tejon Street Colorado Springs, Co. 80903
510 417-6184 p.
RomanRoadCapital.com
415 N. Tejon Street Colorado Springs, Co. 80903
(510) 417-6184 (p.)
