Satori Capital: Strategy

Satori invests in companies in the emerging middle market, which is generally defined as companies with revenue of between $25 million and $200 million.

Ideal Partner Company Characteristics

Annual free cash flow of between $3 and $10 million
Greater than 15% historic annual revenue growth
Talented executive(s) prepared to partner for growth
Relevant experience in Satori team
Headquartered in the Southwest U.S. including Texas and Colorado
Sustainable operating approach and business model with favorable long-term prospects
Opportunity for accelerated growth from a long-term Satori partnership
Majority investments preferred; protected minority positions considered

Preferred Industries

Business services
Consumer products
Financial services
Mature Technology and Telecom
Retail, preferably with a strong online business
Light Manufacturing

We build highly collaborative and tight-knit relationships with the management teams of our portfolio companies. These leaders are among our most important partners, and our intent is to serve as trusted advisors to them. As such, we bring our full array of resources and capabilities in service of helping build businesses with enduring value.

Most of the members of our team have started and run sustainable companies, so we can empathize with the daily challenges and opportunities that come with operating a business. We've served as CEOs of successful public and private companies and have led businesses at all stages of development and through all business cycles.

We believe our operating backgrounds combined with our investment experience create a unique perspective when working with our portfolio companies. Having sat "on both sides of the table", we have a strong sense for how operators and investors can be great partners to each other. This starts by recognizing that we all sit on the same side of the table.

While the day-to-day operations of our partner companies are led by talented executives in whom we place a high degree of trust, we welcome the opportunity to play a significant and collaborative role in areas such as: strategic planning, leadership development, corporate governance, capital allocation, and strategic relationships. The following are some of the initiatives where we actively participate with our management teams:

Strategic Planning

Assisting with the development of an industry thesis, strategy canvas and other strategic planning tools
Co-creating strategic, financial and operating plans

Leadership Development

Recruiting experienced senior leadership to complement an existing team
Encouraging and facilitating leadership development initiatives

Corporate Governance

Recruiting board members and advisors with specific skills and relationships
Helping to develop organizational structures that achieve optimal effectiveness and efficiency
Assisting with the creation, implementation and monitoring of risk management systems

Capital Allocation

Designing an optimal capital structure that works for all stakeholders
Working with management to develop capital budgets
Managing financing activities
Leading merger and acquisition processes

Strategic Relationships

Identifying, structuring and closing large deals with customers, suppliers and partners
Facilitates peer interaction and the sharing of best practices across portfolio companies


	investment criteria partnership approach Satori invests in companies in the emerging middle market, which is generally defined as companies with revenue of between $25 million and $200 million. Ideal Partner Company Characteristics Annual free cash flow of between $3 and $10 million Greater than 15% historic annual revenue growth Talented executive(s) prepared to partner for growth Relevant experience in Satori team Headquartered in the Southwest U.S. including Texas and Colorado Sustainable operating approach and business model with favorable long-term prospects Opportunity for accelerated growth from a long-term Satori partnership Majority investments preferred; protected minority positions considered Preferred Industries Business services Consumer products Financial services Mature Technology and Telecom Retail, preferably with a strong online business Light Manufacturing We build highly collaborative and tight-knit relationships with the management teams of our portfolio companies. These leaders are among our most important partners, and our intent is to serve as trusted advisors to them. As such, we bring our full array of resources and capabilities in service of helping build businesses with enduring value. Most of the members of our team have started and run sustainable companies, so we can empathize with the daily challenges and opportunities that come with operating a business. We've served as CEOs of successful public and private companies and have led businesses at all stages of development and through all business cycles. We believe our operating backgrounds combined with our investment experience create a unique perspective when working with our portfolio companies. Having sat "on both sides of the table", we have a strong sense for how operators and investors can be great partners to each other. This starts by recognizing that we all sit on the same side of the table. While the day-to-day operations of our partner companies are led by talented executives in whom we place a high degree of trust, we welcome the opportunity to play a significant and collaborative role in areas such as: strategic planning, leadership development, corporate governance, capital allocation, and strategic relationships. The following are some of the initiatives where we actively participate with our management teams: Strategic Planning Assisting with the development of an industry thesis, strategy canvas and other strategic planning tools Co-creating strategic, financial and operating plans Leadership Development Recruiting experienced senior leadership to complement an existing team Encouraging and facilitating leadership development initiatives Corporate Governance Recruiting board members and advisors with specific skills and relationships Helping to develop organizational structures that achieve optimal effectiveness and efficiency Assisting with the creation, implementation and monitoring of risk management systems Capital Allocation Designing an optimal capital structure that works for all stakeholders Working with management to develop capital budgets Managing financing activities Leading merger and acquisition processes Strategic Relationships Identifying, structuring and closing large deals with customers, suppliers and partners Facilitates peer interaction and the sharing of best practices across portfolio companies