Overview
Kuleli Capital Partners specializes in customized investments accompanied by operational optimization strategies to support partner companies’ financial
and operational goals.
We help our management teams seek and achieve:
- Strategic clarity by identifying value drivers and associated operational and financial goals over a reasonable period;
- Operational efficiencies through process improvements, human resource alignment, and corporate culture development;
- Financial optimization through appropriate capital structure, income and expense rationalization, and alignment of stakeholder interests and incentives.
Investment Philosophy
- Support and collaborate with management teams to achieve their operational and financial goals.
- Provide operational and financial guidance and help establish strong relationships with financial markets, potential customers and partners.
- Customize and implement critical success levers to achieve and sustain positive results.
People – hire and retain highly capable professionals with impeccable integrity and outstanding values
Products & Services – develop and focus on products and/or services with demonstrated demand and opportunity for growth
into new markets
Processes – determine and deploy revenue maximizing and cost effective methods to produce and monetize products and services.
Investment Profile
Target Characteristics:
- Strong management team with clear operational and financial objectives
- Defendable technology and/or operational advantage
- Recurring revenue, significant operating leverage, strong cash flow and high growth prospects
- Monetizable asset base a plus
- $2-10 mm of EBITDA
Transaction Parameters:
- Control investments with at least 51% of voting control
- Flexible investment vehicles from common equity to structured debt and hybrid instruments
- $5-50 million investment per transaction
Geographical Focus:
- United States and Canada
Guiding Principles
- We consider trust-based relationships to be the cornerstone of “win-win” outcomes.
- We do not invest “in companies”; we invest “with people.”
- We strive to establish clarity of mind, purpose and methods before any investment decision.
- We believe in the power of robust analysis, personal accountability and relentless execution.
- We deem perseverance to be the single most important predictor of success in business and in life.
- We conduct ourselves with unquestionable integrity and expect the same from our partners.
