At Rotunda Capital, our philosophy is to invest long-term equity capital which enables the management team to realize their strategic, financial and operational objectives. This collaborative relationship centers on trust and integrity.
We build a partnership between the founder, their existing team, RCP and our partners, and seek to achieve significant, long-term value creation. We leverage their passion, culture and ideas with capital, knowledge and dedication to building world-class competitors.
Our investment returns have resulted from growing sales, improving margins and increasing free cash flow. We create equity value through operational improvement and execution of strategic plans and not through financial engineering. We use less debt and more equity which allows management to focus on growth.
Two RCP partners team up on each deal. We often add industry and functional board level experts to help implement the operating plan. You get partners with decades of relevant experience versus a "deal team".
Prior to making an investment, we establish a close working relationship with management and develop a formal plan to improve each functional area of the business. These sales, marketing, operations, human capital and IT initiatives are key to building "a foundation of bricks" to support future growth.
Past performance is not necessarily indicative, or a guarantee, of future results. Case studies presented herein are for illustrative purposes only, have been selected in order to provide examples of the types of investments made by RCP and do not purport to be a complete list thereof. It should not be assumed that investments identified were or will be profitable; that their performance is necessarily representative of RCP’s overall performance; that RCP will be able to effect similar changes or improvements in the strategies, business or operations of a Fund’s investments; or that decisions RCP or a Fund will make in the future will be comparable. The asset management approaches described in any case studies identified herein may or may not be used for the Funds but are representative of the approaches RCP may employ.
Information about a Fund and investments made by RCP, including past performance of RCP and/or its investment team, is provided solely to illustrate RCP’s investment experience, and processes and strategies used by RCP. Such performance information is not intended to be indicative, or a guarantee, of a Fund’s future results. There can be no assurance that a Fund will achieve comparable results as those presented or that investors in a Fund will not lose any of their invested capital.