Overview

Brantley Partners (“Brantley”) is a private equity organization with offices in Ohio and California. Brantley and its affiliates have approximately $300 million of committed capital under management. Brantley’s limited partners are primarily institutional investors including pension funds, insurance companies and banks. Since the firm’s inception in 1987, it has been a lead investor in over 40 privately held companies in a variety of manufacturing, technology and service industries throughout the United States. Brantley always acts as an originator and lead investor in its investments. Our professionals have extensive experience in identifying, evaluating, selecting, negotiating and closing investments in privately held companies. Since our inception, we have established a significant track record in successfully building businesses.

Brantley’s investment philosophy is to partner with entrepreneurs and management teams that are committed to creating major enterprises via investments in their organization which will yield long-term capital appreciation for these individuals and for our financial partners. Brantley is an active financial partner which helps build successful businesses by providing expertise in strategic planning, operational management, manufacturing and marketing in addition to our financial resources. Our general partners have cumulatively sponsored and have helped build in excess of 100 companies.

While Brantley has invested in companies in all stages of development, we are focusing almost exclusively on acquisition strategy investments. The minimum criteria that Brantley requires of its platform investments include:

1. Annual sales of at least $40 million with growth rates of at least 8%
2. Fragmented industry with annual revenues of at least $2 billion
3. Annual capital expenditures are no more than 5% of sales
4. Profitable operations-no turnarounds or startups/early stage investments
5. Experienced management teams

Brantley’s investment approach entails identifying large, highly fragmented industries that are being driven toward consolidation by economic and competitive market forces. Once these industries have been identified, Brantley will back a superior management team and establish a platform company. These platform companies capitalize on industry consolidation trends in order to increase sales growth (both internally and through acquisition) and to enhance profitability. To date, Brantley’s principals have invested in over 20 acquisition strategy platform companies in more than 15 different industries.

Brantley’s equity in a company represents the initial round of institutional capital. Brantley typically commits between $2 million and $10 million, and can invest up to $20 million in any one company. We will invest funds throughout the United States in a variety of industries that meet our acquisition template.