Crest Rock Partners

We founded Crest Rock Partners on a set of core values that serve as the bedrock of the relationships we have with our employees, portfolio companies, business partners, and advisers. In a world crowded with investment firms, we believe living our values each and every day is what sets us apart from others. We invest in companies where we can uniquely contribute as a partner, bringing years of experience to assist companies in transition across different phases of the economic cycle. The lessons learned from successfully executing more than 60 acquisitions, divestitures, mergers, and integrations are brought to life throughout our investment process and ownership period, and our substantial experience working with corporate parents, founders, and shareholders to achieve their objectives will ensure a smooth transition of ownership for all parties. Crest Rock targets specific attributes in the businesses they partner with, including but not limited to the following: INDUSTRIES ▪ Software & Technology (across all verticals) ▪ IT & Business Services ▪ Industrial & Manufacturing CAPABILITIES ▪ Equity Check: $25-75 million, with the ability to invest up to $100 million ▪ Structures: Flexible capital with limited debt financing ▪ Control: Control-oriented INVESTMENT TYPES ▪ Corporate Divestitures ▪ Companies in Transition ▪ Management Buyouts & Recapitalizations ▪ Growth-Oriented Investments CHARACTERISTICS ▪ Areas for Operational Enhancement ▪ Recurring Revenue ▪ Strong Product Portfolio ▪ Consolidation Opportunities ▪ Profitability Not Required