The KAPLAN GROUP of Companies invests in leveraged buyouts, recapitalizations and growth capital transactions across a wide range of chemical industry sectors. We look for companies in which sound strategy and superior execution can enhance revenues and cash flow.As fundamental value investors, we seek superior return on investment primarily through earnings growth, as opposed to multiple arbitrage or financial engineering. We invest in a company when we believe we can have a direct, positive impact on its financial performance. Working in collaboration with management, we use our experience, intellectual capital, network and financial resources to enhance the value of the enterprise.
We have expertise in
Our philosophy of partnering with management is based on:
Our philosophy of partnering with management is based on:
We are able to execute transactions efficiently and effectively due to our:
Although the KAPLAN GROUP of Companies primary focus is in private equity investments, the KAPLAN GROUP will invest in special situations in subordinated debt and other junior capital securities. We look to invest in a diverse portfolio of mezzanine securities to achieve attractive risk-adjusted rates of return. We aim to be the sole or lead investor, but will participate with other mezzanine debt investors in certain circumstances.Typically, the investment team focuses on private and public middle market businesses with a history of cash flow stability, consistent top-line growth and a controlling or influential shareholder who has meaningful capital at risk. We also consider investments in dynamic, growing companies with experienced management and well-defined expansion strategies.
The KAPLAN GROUP of Companies is streamlined:· Quick feedback and expedited due diligence, approval and closing.· Responsive investment committee—no third-party approvals are required.
The KAPLAN GROUP of Companies has a flexible investment mandate and will invest in the following security types:
The KAPLAN GROUP of Companies’ partners have a half century of experience.
The KAPLAN GROUP of Companies has a flexible investment mandate and is willing to explore a variety of different investment structures. This includes the traditional equity and junior equity structures and also various debt and debt with equity linked combinations. In addition, The KAPLAN GROUP of Companies leverages its staff's extensive experience in a wide range of debt structures including securitization, trading, project finance, and other debt instruments to develop the appropriate financing and investment mechanism to achieve thecompany's objective and at the same time yield appropriate returns to investors.
The KAPLAN GROUP of Companies provides equity to companies that have the ability to be leaders in their prospective markets.
We partner with companies that have unique products, markets and the potential to leverage assets. Companies that meet our investment criteria have
The KAPLAN GROUP of Companies partners benefit from:
We use our vast network to position companies for growth. Through The KAPLAN GROUP of Companies, our partners have access to:
The The KAPLAN GROUP of Companies team uses its broad and deep experience in operations, finance and strategy consulting, to help companies develop clear and concise investment plans for implementing complex business strategies.
