Investment Strategy

Turnbridge seeks majority ownership investments in companies with outstanding management teams to achieve significant long–term appreciation in equity value for all stakeholders. We seek to be impactful and continuously supportive of our management partners as they run their businesses; we view our role as strategic in nature, centered around accelerated growth objectives. Our transactions include traditional management buyouts, corporate spinouts, leveraged build-ups, infusions of strategic growth or formation capital and shareholder recapitalizations. We strive to design simple and efficient capital structures that align our interests with those of our management partners:

Our investments are typically in the form of common stock or units, the same security held by our co-invested management partners;
Our equity incentive plans along with annual cash bonus plans are designed to be transparent and reward performance by our management partners and key personnel; and
Our use of leverage is moderated as appropriate for the opportunity so that our management partners can focus on execution of their growth objectives, rather than the constraints of an over-leveraged balance sheet.

Turnbridge focuses on investment opportunities that possess the following key characteristics:

Service and/or product lines that are directly or indirectly dependent on energy and energy-related infrastructure spending;
Middle–market businesses (most often, $25 million to $250 million of revenue) that are capturing market share in an identifiable niche at an accelerating pace, with barriers to entry that can be understood and assessed;
Industry sub-verticals that are large, display premium growth rates and are important to the ever-evolving natural resource economy;
Companies that produce superior economic returns and can generate growth through both organic and acquisition initiatives; and
Experienced management teams who desire a meaningful stake in their company and share our partnership philosophy and values.