Portfolio Management Assistance
The recession has caused serious problems inside the investment portfolios of senior and mezzanine lenders and private equity, venture capital and hedge funds nationwide. Many otherwise promising portfolio companies have been put into crises or have been forced to scale back their operating and growth plans in order to shore up their operations and wait out the storm. This has intensified the challenges of portfolio management and increased the importance of having both investment and operating experience in overseeing these portfolios.
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| The Brooklyn Bridge - Completed May 24, 1883 |
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WarHorse Capital provides management support and tactical solutions for portfolio managers who are facing difficulties with one or more of their investment companies. With our core team having worked together at GE Capital, and each member having 15-25 years of private equity, corporate finance or venture investment experience, WarHorse approaches its problem solving assignments with the skill set, process discipline and objective perspective of a seasoned investor.
Our collective 30+ years of entrepreneurial, business development and operating management experience allow us to provide a more practical, hands-on approach to addressing both tactical and strategic problems. This blend of investment know-how and operating savvy provides a unique advantage over the more typical, financial-only oriented investment management, portfolio management and trouble-shooting firms. The addition of more than a decade of workout and turn-around experience helps ensure that we have the toughness and resolve to take on even the most difficult situations. Our goal is to preserve and optimize value for every portfolio company we serve, and to help you in providing the best returns possible for your investors.
WarHorse can either supply supplemental reinforcements for your existing portfolio or company management staff ... Or ... a more autonomous, one-stop solution for a particularly demanding portfolio account, or group of accounts. We have a variety of functional and sector resources that can be brought to bear on any situation, from the most simple to the truly complex. And we can configure our services to be considerate of existing fund constraints and management fee considerations.
Services Include:
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Portfolio Management Support
• Individual Account Management
• Multiple Account Portfolio Reviews
and/or Monitoring
• Individual Account Survival Tactics
• Account Operations and Strategic
Diagnostics and Audits
• Portfolio Optimization Analysis
• Management Team Coaching
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Investment Management Support
• Individual Investment Due
Diligence (Financial/Operational)
• Individual Transaction Management
• Deal Sourcing
• Recapitalization Strategy
Development/Implementation
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Account Business Model/Strategy
Reassessment and Development
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- Board/Management Services
• Board Representation
• Interim Board Chairman
• Interim CFO/Financial Advisor
• Interim CEO
• Interim Corp Development Officer
• Interim Restructuring/Turn-around
Management
- M&A Advisory
• Market Opportunities Assessment
• Market Rollup/Expansion Strategy
Development
• Sale/Merger Strategy
• Merger Integration Planning
• Sell Side M&A Options Analysis
• Investor/Acquirer Targeting
• Presentation/Negotiation
Advisory and Coaching
- Bankruptcy Advisory
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