The HCPI Way
Investing capital as a family office allows HC Private Investments to offer business owners and management teams an alternative to the limitations of a traditional private equity fund. HCPI strives to demonstrate how our flexible and patient capital base, investment approach and firm are differentiated rather than simply saying we are a “value-add partner”.
In our portfolio companies and each new investment we review, HCPI identifies the goals of existing owners and opportunities to remove impediments to growth enabling companies to maximize their full value potential.
- Executive Advisors are involved from Day 1 of a new opportunity to help craft our Value Creation Plan and ultimately serve as a board member and / or join the management team.
- Aligned goals for growth are created and achieved using the Entrepreneurial Operating System (EOS).
Each HCPI investment is centered around the following three pillars as of our investment strategy:
First Outside Investor
HCPI looks to partner with family or owner/operator businesses to provide the necessary resources to unlock their value potential. The firm has experience completing transactions that range from owners looking to retire to family businesses seeking a recapitalization to assist with generational ownership transition. Each investment is structured to meet the needs of the company and its management team.
Top Caliber Executive Advisors
Management is the single most important piece of any investment. In every deal, we partner with seasoned operating executives to work with the existing management team to evaluate and prioritize growth opportunities. Depending on the needs of the investment, HCPI’s operating executives will serve as members of the board of directors or join the management team full-time. We spend as much time evaluating the human capital aspect of the investment as we do the financial profile. No one knows a company better than the management team. Our goal is to supplement the team with our operating executives to create a collaborative environment where the company can thrive.
Defined Value Creation Plan
The HCPI team works closely with current owners and their management team to develop a Value Creation Plan before making an investment. We support our management teams with customer introductions, implementation of best practices, strategy development and operational improvements. The Value Creation Plan is support by the Entrepreneurial Operating System (EOS) as we track our success and identify, prioritize and implement new opportunities.