MORE THAN A PRIVATE EQUITY PARTNER
Accelerating the Future for Software & IT Services Businesses
Through Tailored Growth Solutions
Our Focus: Software & IT Services
We believe that deep expertise in defined industry verticals yields the best outcomes. This belief allows us – as investors and operators – to focus on how we can help grow best-in-class businesses by allocating capital deliberately and bringing specific resources to the table.
We are interested in acquiring businesses in the verticals of Software Implementation and Custom Application Development, Managed Service Providers (“MSPs”), and Verticalized Software.
If you are looking to accelerate growth and have a company that fits, please reach out.
Investment Criteria
Software Implementation & Custom Application Development
Managed Service Providers
B2B Verticalized Software
Software Implementation & Custom Application Development
Business Model Attributes
Companies that are doing important work for clients evidenced by concentration, long tenures, and increasing headcount and bill rates.
Open to all delivery models: on-shore, near-shore, and off-shore but will ideally have large US-based enterprise clients.
Size: $2mm-$5mm of EBITDA
Ecosystem
Public Cloud:
AWS / Azure / GCP application modernization and custom application development.
Data & Analytics:
Databricks, Snowflake, PowerBI, Tableau, etc.
Enterprise Software:
Companies that are facilitating the delivery and customization of large installed-base software providers (e.g. Salesforce/Mulesoft, Adobe, Oracle, IBM Maximo, etc.)
Managed Service Providers
Business Model Attributes
Holistic outsourced IT services for small to medium-sized enterprises.
Demonstrating an ability to grow within existing accounts and adding new accounts. Ideally providing 2+ capabilities as defined below and clients with an average of >$2,000 MRR.
Size: $500k-$5mm of EBITDA
Capabilities
Device Management
IT Help Desk
Cloud Enablement / Private Cloud
Security
Project-based work (e.g. setting up new offices)
B2B Verticalized Software
Business Model Attributes
Software companies that have demonstrated a unique value proposition in an industry niche.
Indifferent to the growth profile with a focus on high client retention and user engagement.
Open to all geographies with a preference for US-based enterprise clients.
Size: $1mm-$5mm of EBITDA
Industries of Interest
Maritime and Cruise
Healthcare: Revenue Cycle Management, Credentialing, Payor Data & Analytics, Software targeting CROs
Logistics and Transportation
Home Services
Two Sided Marketplaces
Founder Philosophy
Partnership
We partner with leaders and dedicated teams who believe in building great businesses through collaboration with all stakeholders.
As a steadfast partner, our commitment and support is unwavering through the highs and lows, recognizing that the journey to success always involves overcoming setbacks.
Transparency
& Alignment
Transparency and alignment are foundational for our partnerships and are guiding principles for our interactions with all stakeholders.
We develop alignment on major decisions as a team and there are no hidden agendas. We strive to act with integrity and open communication at every juncture.
Value Add Through Industry & Functional Experts
We have in-house and extensive relationships with both industry and functional experts.
At every step of the journey, we roll up our sleeves alongside you to not only address challenges but to uncover new growth opportunities for your business.
"Clear Peak Capital is the perfect partner for the next chapter of Ntara’s journey. We appreciated their collaborative approach, transparency, and expertise in our sector. Since founding the company, we’ve grown with a mission to transform our industry, and partnering with Clear Peak has supercharged that growth, working alongside us to better serve our clients with top-notch quality, care, and innovation.”
- Jeff Morris & Neil Owen, Co-Founders of Ntara
Clear Peak Philosophy
People Make the Investment
The founder, the management team, our capital partners, and the people we bring around the investment will dictate success. We myopically focus on having the right folks around the table.
Deep Expertise
We dive deep into the sub-themes of IT services, allowing us to move with speed and conviction.
Margin of Safety
No investment will go up and to the right. We protect the downside by having the right people and demeanor, buying at the right price, and using low levels of leverage.
Process Over Outcome
Every plan developed will be "wrong" the day it's published. Through continual process improvement and questioning of our assumptions our goal is to be less wrong.
Curiosity
We are constantly learning and pulling on threads of curiosity to deepen our knowledge. This allows us to proactively allocate time and capital to the most favorable niches.
Flexibity of Thought
Changing your mind as the facts evolve is rewarded, not admonished. "I was wrong" means we are learning and moving forward.