INVESTMENT STRATEGY

There is a rapidly growing number of service-based businesses that are going out of business due to lack of succession planning. SVG identifies companies with positive cash flow and a track record of success and stability and takes ownership to manage and grow the operation.

With ~10k baby boomers retiring daily, and 19% of those are SMB owners ($5.1T value), there is a massive wealth transfer opportunity for new business ownership. Many of these businesses have historically proven to be cash-flow positive. Yet, many owners shut down due to lack of a transition plan.

At SVG, we invest in growing, recession resistant businesses with significant returns in the restoration/capital improvements industry. Our strategy is to keep the existing business intact, improve operational efficiencies, grow with a larger commercial customer base leveraging our existing business development partnerships, and invest in other like-kind verticals to scale into a national roll-up prior to exit. This allows us to maintain quality control in established markets.

TARGET

Service-based businesses

STRATEGY

1

ANTICIPATED RETURNS

1

Projected multiple IRR over 5 years.
Previous performance does not indicate future results.

FUND SUMMARY

TARGET STAGE

GATE 1($10M)

2% Mgmt | 25% Carry | 10% Qtr Dist

GATE 2 ($100M)

2% Mgmt | 40% Carry | 8% Qtr Dist

TARGET FUND SIZE

$110M

GEOGRAPHIC FOCUS

U.S. NATIONWIDE

TARGET HOLDING PERIOD

5 - 7 YEARS

$8M+

Assets Under Management (AUM)

As of September 2023

Q4 2023 Pipeline

Q1 2024 Pipeline

* Water mitigation focus