Investments are made primarily for the value appreciation on a multiple to investment basis and are planned so that, within a two to five year time frame, The Walnut Group can exit the project through various strategies (management buyout, IPO, sale or merger).
The Walnut Group is flexible as well as focused, with attention on addressing the needs of the operating partners in our portfolio companies. We specialize in transactions that require creativity, flexibility, business acumen, and experience to structure a value-added result for all parties involved.
Since the cornerstone of our philosophy is reliance upon the senior management of our portfolio companies, we invest in people who have proven themselves to be superior leaders and managers. Consequently, in considering an investment, we focus on the experience and demonstrated capabilities of the operating management team. Similarly, in structuring a transaction, we strongly believe that management should hold a meaningful equity and financial state in the enterprise as a way of aligning their financial incentives with ours.
The Walnut Group maintains an active professional relationship
which typically means a hands-on, but not day-to-day, role
with our senior management partners and the Board of Directors.
We work closely with senior management on corporate strategy,
financing policy, business and product line acquisitions, marketing
opportunities, management recruiting, and other aspects which
are critical to the success of the enterprise. Positive ‘chemistry’ between
the operating team and The Walnut Group is vital.
