BERKSHIRE PE
Long-term acquirers and investors
BERKSHIRE PE BUYS AND INVESTS IN COMPANIES WITH 1M OF EBITDA IN LONG-TERM PARTNERSHIP WITH MANAGEMENT TO ENHANCE, GROW AND PROTECT LEGACY AND PROFIT
BERKSHIRE PE ALSO ACQUIRE FOR FIRMS AND CORPORATIONS WE DON'T OWN OR INVEST IN, AS YOUR INHOUSE M&A PARTNER WITH OUR ACQUISITIONS DONE FOR YOU SERVICE
Berkshire PE works together with management teams who are aligned as equity investors, and empowered to execute an agreed strategy.
ABOUT BERKSHIRE PE
Our approach is to look for long term investment partnerships
Berkshire PE is a privately owned holding company that owns companies in long term partnership with management.
Our foundations have been built upon over years of experience working in and improving business performance both in sales growth, cost reduction, where it makes sense, trade sales, and working with businesses via M&A in the Small and Medium-Sized company sector. Berkshire PE was set as a holding company for these activities in the private UK, USA, Canadian, EMEA and Australian companies.
We also offer help to companies that are looking to grow, not sell, our Acquisitions Done For You gives you an in-house M&A partner to find, vet, help fund, perform Due diligence, negotiate and help get your acquisitions, using a leveraged model geared to fees on results and less upfront
Berkshire PE prefers to work together with management teams who are aligned as equity partners and empowered to execute a shared strategy, either in partnership for businesses we buy or where we help businesses acquire for themselves
WHY BERKSHIRE PE?
Berkshire PE is an acquirer with a difference.
Owners face an array of options that often distil down to a trade sale or private equity. Berkshire PE offers a third option, long term and responsible partnership.
WHY CHOOSE US?
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Berkshire PE’s own funding structure allows us to work hand in hand with our funding partners aimed at getting you 100% of your money on day 1
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We prefer to take a majority stake in businesses but see our investment as a partnership with management and staff who we definitely want to stay in the business
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We do not operate as a fund – therefore we have no requirement to sell companies – this enables us to look at ownership from a long-term perspective
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Our AcquisitionsDone4u service, for companies acquiring and not seeking a sale, at the moment is your affordable in-house M&A partner
LONG TERM VIEW
We look for businesses that have a track record of profitability, ideally 1M EBITDA plus
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We also work with our companies to continue to professionalise and improve operational and financial reporting as well as its digital asset footprint
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We look for managers who are thinking long term
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We work together with management to consider strategic options which can include bolt-on acquisitions as well as other initiatives
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Most importantly, we encourage our companies to continue to invest in the business without external pressure to make short-term decisions that might risk impairing the long-term value
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We pay existing owners and stakeholders 100% of the agreed price for the business on day 1.
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We protect, meaning we want your name to continue, your staff to stay and be develop the business as well as be developed in the business.
OUR INVESTMENT PROCESS
Following initial discussions, Berkshire PE will provide a rapid answer to managers, owners and advisors in respect of our willingness to purchase the company, and the terms upon which we would be prepared to acquire a majority stake. This can be within 7 days but will be subject to further due diligence once an offer is accepted
The investment process after agreeing on exclusivity involves a short period of due diligence, with professional advisors whom we have worked with over many years. We would expect to complete and fund acquisitions 6 weeks after entering exclusivity, on the terms agreed, even in a post-pandemic world
We aim to be clear and quick on our Due Diligence at all times
OUR INVESTMENT PILLARS
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Strategy is at the core of any businesses
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The formulation of strategy is the responsibility of the shareholders jointly, and we agree on a strategy pre-acquisition, regularly reviewing it as a board
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Execution of the plan is driven by the executive management team
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Brand Capital. Whilst an intangible asset, this is at the core of recurring revenues. It measures much more than the brand name itself, as the reputation of the business is formed by all aspects of interaction, primarily with customers where the ability to develop existing relationships as well as build new ones is critical
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People are everything and the development of all companies is reliant upon the team leading the business and the culture across all employees, including investing in their skills and learning
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Information is key to good decision-making. The appropriate operating measures as well as controls, whilst avoiding overloading unnecessary costs or processes are key to enabling proper strategic and operational insight, linked to this is a strong finance function where cash conversion is optimised
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The Digital Asset footprint and sales process are the other core components of value we bring to the table with our 30 plus years of background in sales and of course Digital Asset creation in today's modern world
WORKING WITH BERKSHIRE PE
We work with leadership with the same values, who have equity and shared long term ambitions for the growth of the business
HOW WE WORK
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Our acquisition criteria include ensuring that the management team have a clear vision for the business
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The boards of an acquired company comprise the managers of the business (who are the full-time executives), and members of the Berkshire PE team
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We are sector generalists and have historically looked at businesses where service is an essential component of value creation
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As fellow board Directors, our understanding of the business will enable us to also consider further opportunities to allocate capital to develop the strategy including bolt-on acquisitions
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Our managers are empowered to deliver. They are solely responsible for executing the strategic objectives of the board
ACQUISITION CRITERIA
CRITERIA
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We look at businesses with 1M or more of EBITDA, but we recognise that in the Pandemic things may have changed, and that's OK
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We make a majority and minority investments in the UK Europe, the USA, Canada Australia and New Zealand businesses
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We have historically looked at businesses in multiple sectors
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When we look at a business opportunity we consider the business against a number of different criteria:
– The quality of the management team
– Sophistication of processes, systems and MI
– The Vision for the business
– Historical financial performance and asset backing
– Our ability to add value to the sales and marketing effort
– The customer base
– Key threats and challenges facing the business
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The most important of all is working with teams with whom we can build a successful long-term working relationship, protect nurture and build on the legacy already there and develop and grow the people in the business
GET IN TOUCH TODAY TO SEE HOW WE CAN HELP YOU
We are active partners and investors in businesses with an EBITDA of 1M or more, If you are an owner, manager or advisor to a company please, contact us.
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