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Investment Criteria

Active-Equity Investments 
                                  
Overview
Blue Equity identifies and cultivates opportunities in the lower middle market sector, with a unique combination of infusing capital; utilizing contacts; forming strategic relationships; and working directly with existing management or installing its own management. Blue Equity seeks to drive innovation and accelerates opportunity, resulting in a dramatic increase in performance and substantial returns on investment.
 
Investment Strategy
Blue Equity acquires majority stakes in companies or investment opportunities where a definitive, core strategy and superior execution will result in risk adjusted investment returns. Once involved with an entity, Blue Equity devotes resources in accordance with a plan designed to bring about monumental, positive changes in revenue and cash flows. Blue Equity's key to success is upward, post-acquisition value creation through initiatives undertaken to:

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  • Identify and execute add-on acquisitions to complete a formal roll-up strategy or horizontal/vertical integration.
  • Devise and implement a strategic plan, business plans, and formal budgeting processes.
  • Overhaul sales and marketing functions, modernizing recruitment, training and management functions in these areas.
  • Elevate technological and communication standards. 
  • Provide equity to management and utilize heavily incentivized compensation plans.
  • Add the use of relationships with recruiters, lenders, strategic partners, key contacts, accounting relationships, and legal representation in the new entity to maximize revenues. 
  • Identify potential exit strategies, when appropriate.

Investment Style
Blue Equity evaluates opportunities in the areas of: the idea phase, start up, angel, mature business cycle, or divestment of a large, public entity strategy.  Deal structure could take place in the form of a purchase, equity infusion, recapitalization, debt to equity conversion, partnership or joint venture. Blue Equity requires no less than minimal operating control in all investment scenarios, while working actively with existing senior management to boost performance returns and superior results.
 
For business investment inquiries, please contact: investments@blueequity.com
 
Investment Criteria
I. Experienced management team or a management void whereby Blue Equity can install its own superior personnel to capitalize on the upward potential of the existing entity.
 
II. An easily identifiable cash flow or demonstrated build-up of revenue increases quantifiable through Blue Equity efforts.
 
III. The determination of achievable scalability through organic growth, add-on acquisitions or horizontal and vertical integration.
 
IV. A leader or potential leader in the market in which the product is distributed or in the market that the entity or product serves.
 
V. The ability to benefit from unparalleled back office, accounting and legal support.
 
Submit Proposal
All proposals should be submitted to: proposals@blueequity.com