Our Approach

Iron Creek takes a transparent and collaborative approach with business owners, intermediaries, and management teams to achieve transaction objectives and support sustainable growth and value creation.

 

core focus area

Direct Investments

Iron Creek sponsors corporate acquisitions, recapitalizations, and growth equity investments, with a focus on the software and technology-enabled services industries. Iron Creek leverages its resources and relationships to help its portfolio companies grow and create value. Iron Creek typically invests in companies with $2-5 million of EBITDA.

 
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Investment Criteria
Investment Criteria

  • Majority (control) equity investments

  • $2-5 million of EBITDA, or less for early growth-phase businesses

  • Minimum recurring and/or re-occurring revenue(% of total): 50%

  • Maximum top customer revenue (% of total): 25%

Industry Segments Targeted
Industry Segments Targeted

Software

SaaS
Traditional licensed

Education and training
Data
Media
Communications

Our Capabilities
Our Capabilities

  • Back existing management teams or transition departing managers

  • Provide a complete exit or a majority recap solution

  • Structure generous management equity incentive plans

  • Invest across the United States and Canada

  • Partner with and provide capital to independent sponsors

  • Pay buyside advisory fees

Iron Creek Value-Add
Iron Creek Value-Add

  • Executive recruiting

  • Sales & marketing improvements

  • Strategic and financial planning

  • Sourcing, financing and closing add-on acquisitions

  • Positioning for subsequent exit

 

other activities

Independent Sponsors

Iron Creek regularly backs independent sponsors. Since initiating this effort in 2017, Iron Creek has invested in approximately 15 search capital rounds, a dozen search fund equity “gap” investments, and over twenty independent sponsor transactions. Iron Creek is not currently committing to new search funds.

 “Iron Creek are consummate professionals. They understand that a CEO should be empowered to run a company with input and support from the board, not micro-managing. Our partnership with Iron Creek has helped take SlickText to the next level.”

Matt Baglia 

CEO, SlickText

 

Stewards of Capital, Stewards of Companies

 

Iron Creek believes in the prudent stewardship of capital and of the companies we acquire. We value business continuity and stability and we recognize that a great company’s most important assets are its people.