Strategy

Value Add-Active Management Strategy

FirstRock Private Equity’s primary objective is to be the partner of choice for companies as they grow. Our team works with companies to help them achieve their full potential by improving their competitive position by expanding into new products and markets, growing productivity, and strengthening their operations.

Ultimately, we believe our growth-oriented model results in stronger companies that employ the best people, are socially responsible, and deliver strong returns over the long term.

Financial Strategy

Each portfolio company will be provided with a comprehensive financial strategy identifying long term goals and objectives including viable exit strategies.

Networking Strategy

Introduction to new C-level executives for board & management positions, lenders, consultants, investment bankers and potential customers.

Resource Allocation

Each portfolio company will be assigned a dedicated team of at least 2 persons from FRPE and will also be provided with access to services which would include but not limited to Accounting, Legal, and Auditing services.

Partnership Strategy

A partnership will be established with each portfolio company through a buy in and shared vision. Each portfolio company will adhere to a strict monitoring process including but not limited to monthly and quarterly management reports, meetings and affirmative covenants.

Governance

All potential acquisitions will be submitted to the Board as well as Investment Risk Management Committee for approval. Periodic meetings with a defined agenda will be mandated.

Post acquisition, all portfolio companies will be mandated to incorporate a robust corporate governance framework.

Business Model

Equity portfolio with capital allocation as follows:

60.0% - Financial Services focusing on achieving organic growth

40.0% of capital allocation seeking growth opportunities in the SME space with a clear exit strategy within 5 years and a focus on capital appreciation.

FirstRock Private Equity

Why Partner WIth Us?

Strong Risk Adjusted Returns

Access To Private Equity Market

Tax Efficient Structure

Robust Exit Strategy

Diversification And Alternative Investments