Firm’s Investment Strategy

Generation Partners targets investment opportunities in recurring-revenue service businesses within the following sectors: Business & Information Services; Healthcare Services & Technology; and Media & Marketing Services. Many of our investments are the result of a proactive initiative and we view a strong partnership with management as a critical component of such efforts. We have a long-term approach towards investing – we have been involved in some of our businesses for more than 10 years – and facilitate the sharing of best practices across our portfolio of companies. The firm invests $10 million to $50 million of equity in each opportunity and pursues both majority and minority ownership positions.

We look for the following characteristics in potential investment companies:

  • Favorable secular industry trends
  • Experienced, passionate leaders
  • Recurring revenue service business model
  • Strong customer value proposition
  • Profitable or clear path to profitability
  • High growth – at least 15% annually
  • Innovative & practical use of technology to gain competitive advantage