Investment
Strategies
PLX Capital invests in buyout, capital growth and recapitalisation of dynamic low and mid market companies in fragmented industries.
PLX CAPITAL
Advisory Services
We focus on helping transform our portfolio companies into true strategic market leaders — without compromising what made them successful in the first place.
PLX Capital deploys proven operational strategies, resources and advisory services with the right combination that fits each company’s needs.
Private Equity
Our approach is to identify well-managed, founder-led companies in fragmented sectors of fintech, green tech and business services. After partnering with an initial platform company through acquisition, capital growth or recapitalization, PLX Capital will aggressively pursue growth through additional complementary acquisitions as well as new organic growth strategies.
Build a Scalable Growth Engine
Accelerating or even maintaining growth rates requires more than just adding sales headcount and marketing expense – it’s about doing things differently at scale to break through the plateau that many companies hit. PLX Capital has the experience and process frameworks that can help companies adapt to the challenges of increasing scale.
Our frameworks focus on the challenges of continuing to deliver value to customers in an efficient and effective manner, while accelerating the capture of market share.
Accelerate in New Markets
Great products can span geographic and industry boundaries, but operating models need to change to be successful across multiple markets. PLX Capital has decades of operating experience across geographies and vertical markets, and a proven track record of expanding our portfolio company’s addressable markets.
We have both tools that focus on the tactical things like how sales compensation models change, and strategic decision frameworks that help answer the questions about what markets, when, and how.
Create Market Leaders Through M&A
Successful M&A strategies are not simply a transactional exercise of buying companies. It’s about defining a strategy, buying the right companies, and effectively integrating them. PLX Capital has experience with over multiple add-ons and has a comprehensive framework to make the strategy work.
Our tools provide a blueprint for all the details that need to happen to make M&A integration successful, and a framework that allows management teams to focus on the things that matter most; customers, products, and people.
Expand Profitability at the Right Time
There is a point that all businesses hit a scale and inflection point of expanding profitability – knowing the right time and how to do it is critical. PLX Capital’s approach is to drive efficiency into operations as they scale, not cutting corners to achieve quick profitability.
Our frameworks and tools are focused on the concepts of efficiency of operations and value of deliverables, not simply doing less cheaply.
Preferred Sectors
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$1 million to $10 million
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Preferred equity, debt, mezzanine debt or an advantageous blend
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Ownership positions range from 25% to 100%
Investments
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Fintech
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Software
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Loyalty
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Payment
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Green Technologies
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Real Estate
Financial Profile
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Annual revenue of $5 million to $50 million
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Annual EBITDA of $0.5 million or more
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Enterprise values of $10 million to $75 million
Uses of Capital
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Buyout
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Shareholder liquidity
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Complimentary acquisitions