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Asgard Private Equity 2019-05-28T10:23:24+00:00

ASGARD Private Equity is a private investment firm based in New York that invests in founder, family, and management-owned companies with defensible value propositions and strong growth prospects.  We primarily focus on manufacturing, services and distribution businesses, with ties to defense, government or aerospace markets, located in North America.  The partners at ASGARD form a cohesive team, with decades of investing and operating experience, well‐suited to drive value and assist companies with transformational change.  The firm invests in all forms of corporate divestitures, management buyouts, recapitalizations, generational ownership transitions, and going-private transactions in businesses with revenues of $10 million to $150 million.

INVESTMENT APPROACH

At ASGARD, we invest in and partner with companies, management teams and entrepreneurs who align with our values with the goal of creating and building successful businesses together. We seek control investment opportunities in the lower middle market in industries and business models that we experientially know and understand.

We look for both healthy companies and those in the midst of transitions or experiencing operational or financial challenges. Our investment philosophy is premised on sustainable long‐term value creation, and we take a multi‐disciplinary approach by leveraging our investing, operating, and capital markets experience to realize financial and operational objectives that make a real impact.

Private Equity

ASGARD invests in traditional buyouts and management buyouts where we believe our expertise can drive transformation to unlock the potential of great companies. Our commitment and long- term approach to investing allows us and management teams to focus on the actions necessary to create, drive and maximize sustainable long-term value. Our Private Equity investments target market-leading businesses with stable cash flow that we believe have a high potential to benefit from operational and strategic support.

Special Situations

Fundamentally sound businesses often encounter distress as a result of an overleveraged capital structure, shifting industry fundamentals, economic weakness, or other exogenous events. With appropriate due diligence, restructuring expertise and creatively structured capital solutions, companies like these can present compelling investment opportunities. Our Special Situations investments target good underlying businesses that, with thoughtful restructuring solutions and investment, can achieve their full potential.

INVESTMENT CRITERIA

A key consideration for investment is the alignment of the philosophy of the company and management with our Ten Founding Truths. We seek control investments in companies primarily in North America and will consider global investments and add-ons, particularly in Europe.

INVESTMENT PROFILE

  • $10 – $150 million in Revenue
  • Negative to $15 million in EBITDA

INDUSTRY FOCUS

  • Aerospace, defense, and government services
  • Industrial and business services
  • Niche manufacturing and distribution

VALUE ADDED CAPABILITIES

  • Defense and government exposure
  • Special Situations
  • Operational turnarounds

COMPANY CHARACTERISTICS

  • Identifiable and defensible value proposition
  • Clear differentiation and high barriers to entry
  • History of (or potential for) high free cash flow
  • Significant operational improvement opportunities
  • Scalable business model
  • Opportunities for organic growth or growth by acquisition
  • Talented management team
  • Strong environmental, social, and governance principles

INVESTMENT SITUATIONS

  • Traditional or management buyouts
  • Succession planning / family-owned businesses
  • Recapitalizations
  • Operational turnarounds
  • Restructuring / bankruptcy / distress
  • Entrepreneurs pursuing next level of success
  • Corporate carve-outs and divestitures

INVESTMENT PROFILE

  • $10 – $150 million in Revenue
  • Negative to $15 million in EBITDA

INDUSTRY FOCUS

  • Aerospace, defense, and government services
  • Industrial and business services
  • Niche manufacturing and distribution

VALUE ADDED CAPABILITIES

  • Defense and government exposure
  • Special Situations
  • Operational turnarounds

COMPANY CHARACTERISTICS

  • Identifiable and defensible value proposition
  • Clear differentiation and high barriers to entry
  • History of (or potential for) high free cash flow
  • Significant operational improvement opportunities
  • Scalable business model
  • Opportunities for organic growth or growth by acquisition
  • Talented management team
  • Strong environmental, social, and governance principles

INVESTMENT SITUATIONS

  • Traditional or management buyouts
  • Succession planning / family-owned businesses
  • Recapitalizations
  • Operational turnarounds
  • Restructuring / bankruptcy / distress
  • Entrepreneurs pursuing next level of success
  • Corporate carve-outs and divestitures

TEAM

BOARD OF ADVISORS

Portfolio

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