Our Firm
RM is a Registered Investment Advisor (RIA) and discovery firm focused on identifying acquisitions that will deliver exceptional value.
As the general partner, we work with companies to develop the strategy, leverage combined expertise and apply our proven approach to value creation.
Our team, methods and governance are specific to each acquisition, focused on competitive advantage and driving profitable growth.
Investment Philosophy
Successful acquisitions encompass more than just synergy and restructuring.
At RM, we assess and strategically plan around all key drivers of long-term and sustainable value creation.
It begins with identifying the right opportunities, assembling the right investors and leadership, and formulating a stakeholder-centric approach and investment timeline.
We adhere to data-driven valuation methods with investment committee oversight - we understand the risks, the upside and pay a fair price.
Our strategy revolves around transformative excellence - we leverage strengths, optimize resources, and enhance capabilities.
Understanding the impact of culture is paramount to us - we prioritize employees, empowering them with essential skills, methodologies, and best practices.
We identify and pursue strategic add-on acquisitions that complement and enhance our organizational competencies and capabilities.
Investors
As RM identifies investment opportunities and acquisitions, we will present the deal thesis to our investment partners individually for their input and level of interest.
By engaging our partners in acquisition decisions, capital commitments are made only after their review as part of the investment committee, and alignment with their preferences and investment criteria has been confirmed. This leverages our combined knowledge and reduces risk for all stakeholders.
Business Partners
At RM, we value the experience and knowledge of founders, senior executives and employees. We welcome their input and continued participation in the business and can structure the acquisition to maintain their valuable involvement.
Our objective will always be a stable and orderly transition that reflects the interests of all involved.
Our Approach
We match business partners with the right investors to drive transformational value.
