OpX Capital Partners, LLC
Private-equity firm dedicated to acquiring and transforming middle-market (less than $200 million) companies in niche markets in the aerospace/defense, financial services, healthcare, IT, manufacturing, systems integration and telecommunications industries.
Founded partnership, raised capital, developed business strategy and plan, hired team of senior managers, and recruited well-known executives to advisory board. Managed senior staff including CFO, CMO and director of business analysis. Engaged external teams of experts in investment banking, debt services, auditing and accounting, industry analysis, legal, insurance, and technology support. Developed all operational plans, found and managed investment opportunities, and communicated with all stakeholders. Chaired business advisory board that reviewed potential acquisitions and presented opportunities to the group for approval. Managed $2.5 million expense budget, $5 million deal budget and $150 million capital investment fund.
·Completed startup planning and built external relationships within six months, allowing OpX to evaluate more than 10 investment opportunities and complete due diligence of a $100 million opportunity.
·Developed and delivered consulting services to clients that enabled them to achieve operational excellence.
·Based on continual evaluation of market conditions, company valuations and leverage conditions, recommended the delay and eventual closure of operations, saving partners several million dollars in operating and deal expenses and avoiding placing millions of dollars of investors' funds into a negative-trending situation.