Our Value Added

One or more of the Ballast Point Ventures professionals typically serve on the boards of our portfolio companies, bringing our experience and reputation to bear in building each business. While we do not play an operational role in our portfolio companies, our professionals offer substantial expertise in the issues surrounding maximizing value in private high-growth companies.

For example, we help our portfolio companies to:

• Develop financial strategies and arrange additional financings
• Formulate business strategies
• Recruit additional management, board members, customers, service providers and corporate partners
• Devise compensation and incentive programs for key employees
• Negotiate and advise on mergers and acquisitions

We have experience in helping private companies realize their maximum value and have assisted many of our portfolio companies as they navigate through the initial public offering, merger and sale processes. We are particularly proud of the network of outstanding individuals and institutions Ballast Point Ventures and its professionals have built. We believe this network, representing tremendous industry and functional experience, represents a substantial resource for our portfolio companies.

Additionally, we can offer our portfolio companies access to the resources and network of one of the largest financial institutions in the Southeast – Raymond James Financial. Through its affiliate, Raymond James & Associates, Raymond James Financial has more than 40 research analysts covering a variety of industry sectors including:

• Health Care (Healthcare Information Technology, Biotechnology, Senior Care, Consumer Health Care, Death Care, Drug Distributors/Specialty Services, Drug Stores, Hospitals, Pharmaceuticals, Practice Management, Benefits Management/Outsourcing, Pharmaceutical Informatics);
• Communications (Communications Equipment, Communications Services);
• Technology (Mobile Data Technology, Communications Software, Internet Infrastructure Services/Software, Computer Peripherals, Technology Distribution, Electronic Manufacturing Services/Components, Digital Media, IT Services, Technology Services);
• Financial Services (Banking, Insurance – Life and Health, Insurance – Property and Casualty, Securities and Brokerage Firms, Specialty Finance, Asset Management);
• Consumer (Furnishings – Retail, Entertainment & Leisure, Furnishings, Restaurants); and
• Industrial Growth (Automotive, Environmental Services, Growth Airlines, Logistics Services, Specialty Manufacturing).

These analysts and the nearly 85 investment bankers at Raymond James work with growth companies in each of these sectors and can be a valuable resource for developing companies. The analysts can help a company explore market opportunities and industry trends, while the investment bankers can assist with transaction planning and positioning the company to enter the public markets.