Strategy that’s designed together.
Our strategy is centered around partnership and execution at every level.
Partnership begins before the transaction is closed, as we jointly discuss our aspirations and goals to make sure we are aligned every step of the process. Management, alongside Rotunda’s execution and value creation teams, translate high-level goals into a detailed strategy map — creating the tactical elements we can jointly execute to make that vision a reality.
Our people genuinely want to help your company grow.
We specialize in investing in family, founder, and management-owned companies in your industry and prioritize understanding your culture and goals, determining together how to invest in the business to assure success and aligning around common goals – all before closing. If the deal is not right for you, it is not right for us.
No rotating cast of partners. Two Rotunda leaders stay fully engaged, making decisions by consensus with your team.
We convene for a multi-day strategy mapping session which includes the broader management team, Rotunda execution and value creation team. We align on a path forward, agree on the investment it will take to achieve our collective goals and determine the cadence that allows for the business to continue to run as it had before while ensuring growth targets can be met.
When problems arise, we’re working through them with you – not issuing directives from a distance. Our execution team and value creation team is working hand-in-hand with your management team, helping advise and implement solutions that have been executed at prior portfolio companies, with success. We are not consultants, we are experience investors and operators that bring tested solutions to your business.