WarHorse Capital Management

About

The WarHorse Commitment

Operating Management

Portfolio Management

The WarHorse Team

Operating Mission:

WarHorse Capital was established to address the particular needs and opportunities faced by middle-market early-stage and growth-stage companies at key transition points in their development.  There are certain stages in a company's growth in which major "transition points" are encountered.  These pivotal stages may be positive or negative in nature, but often require a company to access additional resources (or a different mix of resources) from those currently part of their management team, in order to deal with the immediate challenge or opportunity before moving forward to the next level of performance and growth.


The UN Headquarters Buildings - Completed 1952
Serving Individual Companies and Entire Investment Portfolios

Whether you are an owner/manager of such a “transition point” company or an investor or creditor with such companies in your portfolio, handling these situations can be particularly challenging.  Shifts in business circumstances often demand corresponding shifts in operating emphasis, strategic direction or even in the core business model.  When a company is in crisis, these adjustments to business practice/direction need to be addressed under the added pressure of extreme time urgency.

A company's ability to adapt may depend on different management skills than those that successfully built the company in the first place.  An investor’s ability to manage a challenged investment portfolio may require different skills than those that originally sourced and closed on the investments.  This is particularly true for creditors who are less familiar with the hands- on management of their accounts.  In any case, the ability to react decisively to change often requires new insight and perspectives, and the objectivity, know-how and seasoned judgment that comes from broader mix of business experience.  

WarHorse Capital is designed to supplement existing operating management teams and/or portfolio management groups with a variety of experienced, multi-functional, tactical and strategic resources.  Our services are available on an interim, part-time or full-time basis for whatever period of time is required to successfully navigate through the transitional problem or opportunity at hand. We can work in support roles or take full operating responsibility, depending on the needs of the situation and the preferences of the client.  Upon successful completion of an assignment, our special purpose, support resources can be easily and flexibly released, with no extended obligation or disruption to the company or portfolio.

Especially Appropriate for Today’s Market


These kinds of services are particularly relevant in today’s troubled economy.  Market weakness and uncertainty always create new challenges and new opportunities.  With the severity of the current recession, and the lack of clarity regarding its duration and rate of recovery, the need for complimentary skills and perspectives has never been higher, and the particular services and value-add that WarHorse Capital delivers never more relevant. 

We offer seasoned, senior level management assistance and fresh, innovative thinking, on both a tactical and strategic level, accessible on an “as needed” basis, and structured to fit exactly with the situation.  We can provide a fast, objective assessment of the circumstances, a practical action plan for addressing the situation, and the horsepower and resources
needed to successfully execute on the plan
.


WarHorse Capital Management is an Affiliate of TAC Enterprises

Providing Strategic and Financial Horsepower . . . . . To Early-Stage and Growth Companies