Investment Philosophy 

OVERVIEW

Forward Echelon VC seeks to partner with outstanding management teams and provide capital to businesses where sound strategies and superior execution can enhance growth and profitability. The following tenets define our investment strategy:

Focus on Industries We Know
  • Franchise and Multi-Unit

    • Automotive

    • Retail

    • Service

  • Consumer Products

  • Consumer and Business Services

  • Environmental Services

  • Commercial and Residential Realestate

Provide Capital and Support to Drive Growth
  • Introduce new sales and marketing initiatives

  • Modernize/expand manufacturing and distribution facilities

  • Upgrade and enhance technology

  • Add-on acquisitions of competitors or complementary product lines

Value-Added Sponsor
  • Leverage relationships with advisors, Board of Directors, lenders, and strategic partners

  • Enhance the company's strategic planning process

  • Identify, evaluate and finance add-on acquisitions

Flexible Across Various Transaction Types
  • Family-Owned Business Transfers

  • Management/Corporate Buyouts

  • Recapitalisations

  • Going-Private Transactions

  • Corporate Divestitures

  • Acquisition/Growth Capital

 

PARTNERING WITH MANAGEMNT 

At Forward Echelon VC, we believe the best way to create value is to form a close partnership with outstanding operating executives and a value-added Board of Directors. A strong relationship between Forward Echelon VC and experienced operating executives represents the basis upon which we identify and pursue attractive investment opportunities. We believe that this approach greatly enhances our ability to find the best companies, complete the most informed due diligence, and to maximise the future growth opportunities of each company.

True partnership encourages open communication and prompt decision-making. We view our role as facilitating the achievement of management's vision for a company by providing capital and by sharing insights, ideas and experiences with management. At the same time, we firmly believe that the responsibility for running the business rests solely with the executives of that company - not with us. To align the goals of management, the Board of Directors and Forward Echelon VC, all of these constituents have equity positions in each of Forward Echelon VC's investments.

 

INVESTMENT CRITERIA 

Forward Echelon VC partners with outstanding operating executives to build profitable businesses capable of sustaining their success for all stakeholders - management, employees, shareholders, customers and advisors - over the long haul. 

Key criteria in evaluating potential investments include:

Experienced Management Team
  • Proven operators with successful track records who desire a meaningful equity stake

Predictable Cash Flow
  • A track record of stable, predictable and growing EBITDA

Identifiable Growth
  • Participation in stable and growing markets

  • Opportunity to capture share through organic growth and/or add-on acquisitions

Sustainable Competitive Position
  • Strong market position

  • Identifiable niche

  • Meaningful barriers-to-entry

Risk Management
  • Solid financial systems and consistent information flow to identify opportunities, avoid surprises and ensure downside protection

Our Typical Investment Size

Forward Echelon Venture Capital typically considers opportunities with the following parameters:

  • Revenue: $1 million to > $100+ million

  • EBITDA: $1 million to > $50+ million

  • Equity Investment: $1 million to > $30+ million

 

© 2020 by Forward Echelon

Venture Capital .

 

Types of funding

Asset Finance 

Bridging Loans

Business Angels 

Business Funding 

Business Loans 

Corporate Venturing 

Partnership Funding 

Private Equity 

Property Finance 

Start Up Loans 

Working Capital Finance 

Transactional Funding 

 

Forward Echelon Capital

Resources

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Deals

Track Record

Sales Process

 

 

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