ABOUT US

Private Equity Firm Specializing in

Corporate Carve-Outs and Special Situations

Founded in 2009, Shackleton Equity Partners is an operationally-focused private equity firm specializing in corporate carve-outs and special situations in the lower middle market primarily located in the United States.

Special situations includes underperforming corporate carve-out businesses (e.g., low-margin or negative EBITDA) as well as healthy businesses undergoing a transformation (e.g., transition of a family-owned business or healthy division of a parent company in distress). We also work hands-on together with management of portfolio companies to identify and complete add-on acquisitions.

We focus on acquiring businesses in software, technology, aerospace and defense, telecom, electronics, manufacturing, industrial, e-commerce and consumer industries.

Our financial restructuring expertise, together with our operational background, allows us to uniquely achieve the seller’s carve-out objectives while at the same time partnering with management to transition the business to achieve its own objectives. We are able to manage excessive operating losses on the income statement as well as assume significant liabilities on the balance sheet.

Just as important, we know how to properly capitalize the business going forward in order to maximize liquidity and optimize working capital for revenue growth. We move quickly and provide certainty of close.

Operating Experience

In addition to our financial expertise, Shackleton’s investment team possesses unique operating experience including sales, marketing, product development, operations, accounting, finance and human resources.

Post-acquisition, we seek to unlock value by recruiting and investing in high-performing personnel, adopting effective management tools and techniques, and implementing best-in-class software systems and equipment.

Most important, we never stop looking to partner with the best and most experienced management teams that understand their customers and how to decisively grow their business. We know “A” players attract other “A” players, which is why take leadership and culture seriously. Ultimately culture will define the way things get done throughout the organization either inhibiting or enabling its ability to scale. We want leaders that can build a culture that celebrates achievement, aligns the economics to drive behavior, and tolerates nothing less than absolute commitment to teamwork.

Combined, these capabilities result in a smooth and efficient M&A process as well as shorten the amount of time needed to take action.