Strategy

Sector Focused Investment Strategy

Business Information and Tech-Enabled Services

Tech-Enabled Business Services

Highly differentiated and value-added outsourced services leveraging technology to deliver value to B2B customers

Data-Driven Marketing Services

Data-driven solutions and analytics enabling customer insight, conversion and lifecycle management through a multi-channel approach

Knowledge Services

Providers of must-have information and content to meet compliance requirements, develop talent and deliver continuous improvement

Human Capital Management

Providers of technology and services that assist with recruiting, managing, optimizing and developing talent within organizations

Solutions

Governance, Risk and Compliance

Healthcare Services

Data / Workflow Solutions

Customer Insights

Omni-Channel Marketing Automation

Customer Lifecycle Solutions

Talent Acquisition

HR Administration and Outsourcing

Workforce Management

Education Technology and Services

eLearning / Certification

Corporate Training / Learning Management

Platform-Oriented Buy and Build Approach

Buy and build platforms with a focus on expanding into new service offerings, vertical end-markets and geographies

Growth-oriented business models seeking resources and investment to strategically scale

Operate in fragmented markets with acquisition opportunities that can accelerate product roadmap

Active Partnership to Accelerate Growth

Experienced management teams leading proven and profitable business models

Operating playbook centered around incremental near-term investements working with CIP Network of highly relevant executives

Initiatives centered around culture and talent development through one team, one brand, and one platform strategy

Platform Investment Characteristics

  • Highly visible, predictable and recurring revenue streams
  • Diversified customer bases with strong retention rates
  • Capital-light business models with significant operating leverage
  • Ability to leverage CIP Network to deliver speed, certainty and value
  • Focus on growth capital and buyouts
  • Typically control private equity shareholder
Revenue $20 to $100+ million
EBITDA $5 to $25+ million
Equity Investment $25 to $125+ million