About Alterna
Equity Partners

What sets our firm apart: Our Principals have focused the entire careers on small to mid-sized founder and family owned businesses, and understand the unique challenges of operating in this segment of the market. We believe that management teams often have numerous clearly-defined pathways for growth of their businesses, and it is our goal to support those visions with far more than just capital. We look to collaborate with these teams and owners as true partners with strong aligned economic interests and retained ownership, adding the necessary resources to help achieve these growth plans.

The Firm

Alterna Equity Partners is a private equity firm based in South Florida
focused on making control and non-control investments in lower middle market U.S. companies. The firm seeks stable, established companies and backs strong management teams that are poised for growth.

Company Size

  • Equity Investments:$5-20MM
  • Enterprise Values: $15-150MM
  • Revenue: $10-150MM
  • EBITDA: $3-15MM+
  • No minimum size for add-ons

Transaction Types

  • Buy and build strategies
  • Founder-owned and family businesses in transition
  • Operator-led and non-sponsor buyouts
  • Management-led buyouts

Sectors of Interest

  • Business Services
  • Industrials
  • Niche Manufacturing
  • Healthcare Services
  • Technology
  • Transportation & Logistics
  • Financial Services

Structures

  • Control investments (and select minority positions)
  • Management rollover
  • Conservative capital structures


Our Partnership Focus

Our differentiated strategy is centered on the long-standing focus on
founder or family-owned mid-size businesses (typically from $15-150 million in enterprise value) and a deep understanding and appreciation of the unique challenges and opportunities such businesses present. We approach our transactions with a flexible investment structuring while putting priority on speed and responsiveness.

Our Philosophy

WE LISTEN

AEP looks to partners with management teams, understanding their visions and plans for growth, and not dictating or forcing our ideas. We look to support in key areas where management has identified needs, either via our direct experiences or external resources through our deep networks and relationships.

WE VALUE TALENT

After years of experience, we know the value of a business cannot be found in the numbers alone. We recognize that a mature, qualified management team is critical to the success of our acquisitions. We believe in providing management teams with considerable incentives, including the opportunity to significantly participate in equity ownership.

WE ARE ALIGNED

AEP believes the best formula for success is a partnership with the owners of the business, with strong retained ownership post-closing our investment. We look for owners and management teams who have a strong belief in a “second bite at the apple” concept. We seek to retain existing management in place post-closing, with the goal of adding resources over time to support continued growth of our portfolio companies.

We Support Management

We do not become involved in the day-to-day business operations of our partner-companies. Instead, we work closely with management to set strategic goals and priorities and assist in making the key business decisions facing the company, which we believe are the drivers to generate significant long-term incremental value.

Our Approach

AEP works with company management to co-develop a growth thesis, while applying a repeatable optimization program to strengthen, improve, and expand Family/Founder owned businesses by focusing on three primary areas of value creation: (i)Finance, Analytics, and IT, (ii) Efficiency and (iii) Growth (organic and inorganic)

Finance, Analytics and IT

  • Improve financial function
  • Finance – capitalize business to execute on investment thesis
  • Systems & hardware implementation
  • Gain visibility on key metrics
Optimization

  • Digital transformation
  • Augment management teams where necessary
  • System and process optimization
  • Supply chain consolidation
  • Cost mitigation

Growth

  • Strategic M&A or greenfield locations & business lines to add scale and operating leverage
  • Add depth and breadth to company offering
  • Invest in team to drive organic growth
  • Geographic expansion

Positive Outcomes From An Experienced Team of Professionals

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