Scroll To Top
A PROCESS FOCUSED INVESTMENT FIRM

Red Beard Capital (RBC) invests in privately-held and growing businesses. The principals of RBC bring financial sophistication, operational expertise, innovative and strategic approaches to their investments. RBC’s foundation is built on a focused approach for acquisitions and development on behalf of our investors.

ACQUISITION PRINCIPLES:
  • OPERATING HISTORY - Firms with an EBITDA between $250k and $5 million
  • VALUATION - Accurately measuring the potential for growth while taking into account the investment risks
  • MANAGEMENT - Dynamic entrepreneurial management teams with the ability to implement growth strategies
  • REINVESTMENT – Seller willingness to reinvest and participate in the business
  • GROWTH POTENTIAL - Competitive advantages, scalability and a defensible market niche
DEVELOPMENT PRINCIPLES:
  • FINANCIAL OVERSIGHT - Implement financial tools to produce efficient, effective, and critical financial data
  • MANAGEMENT OVERSIGHT - Enhance management decision making through more sophisticated financial data and analysis
  • TRATEGIC RELATIONSHIPS - Provide a network of experienced professionals that can positively impact the business
  • EXECUTIVE PERSONNEL - Recruit and properly incentivize key management personnel
INVESTOR OPPORTUNITIES:
  • No pre-committed fund
  • Strategic investment partners that impact each project
  • Flexibility in structuring each individual project
    • Partial buyouts
    • Growth equity
    • Recapitalizations
    • Any combination of the items listed above

In addition, RBC sources opportunities to help build unique portfolios using alternative investments funds. Sourcing these opportunities through their network of family offices, individuals, and investment groups to place capital with proven managers focused on building sustainable enterprises.

PRIVATE EQUITY INVESTMENTS:
  • Locate unique opportunities on behalf of our investor network
  • Provide opportunities for our investor network to diversify into asset classes that fit their investment objectives
  • Aggregation of individual investor commitments in order to meet investment funds minimum commitment standards
  • Investment fund analysis and due diligence to minimize the resources required from the investor in order to make an informed decision

RBC offers a variety of advisory services to our client base. RBC principals have a unique set of skills gained from prior experience in private equity, consulting and direct operational experience. RBC can custom tailor a solution to fit your needs.

CONTRACT CFO SERVICES:
  • Analyze financial infrastructure and processes
  • Develop and implement plan for enhanced financial reporting
  • Federal, state and local tax planning
  • Cash flow management and projections
  • Benchmarking and trend analysis
  • Accounting software selection and implementation
  • Conversion of accounting methods
FAMILY OFFICE SERVICES:
  • Investment analysis
  • Estate and tax planning
  • Generational wealth and transition
  • Business management
TRANSACTIONAL ADVISORY:
  • Financial and strategic “reverse due diligence”
  • Sourcing and analyzing risks in a transaction
  • Financial reporting consulting
  • Business plan preparation
  • Financial modeling consulting
  • Federal, state and local tax transaction analysis and planning
  • Transaction structuring and analysis
MANAGEMENT CONSULTING:
  • Financial, business, and strategic planning and implementation
  • Locating, hiring, and training new employees
  • Introduction to strategic relationships