McCombie Group Overview
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McCombie Group is a private investment firm tailored for family offices and ultra-high net worth individuals across the Americas, focusing on personalized investment approaches for family businesses rather than traditional funds. They specialize in advising and managing illiquid investments, emphasizing long-term value creation, minimal debt, and collaborative partnerships with their clients. The firm leverages the collective knowledge of its family investors to enhance each investment opportunity while maintaining a clear focus on quality over quantity in their investment choices.
McCombie Group Overview
- 1. FAMILY OFFICES INVESTING IN FAMILY BUSINESSES NOT FUNDS FAMILIES... Current capital providers continue to offer the same ill-fitting approach. McCombie Group harnesses the flexibility and collective wisdom of its families to offer a better, more personalized way: McCombie Group is an innovative private investment firm backed by a network of significant family offices and ultra-high net worth individuals from across the Americas. In addition to our principal investments, we also serve as advisors, representing these clients in the evaluation and management of their illiquid investments, including closely-held operating businesses and real estate. ABOUT McCOMBIE GROUP VALUES-DRIVEN We are not a faceless fund— our family investors are peers, with similar perspectives, life experiences, and values We recognize the importance of the people and the heritage of the companies we invest in We value the cumulative knowledge and experience that only the business owner can offer— our task is to build upon this foundation LONG-TERM APPROACH Our investment philosophy is predicated upon patiently creating sustainable value rather than quick, speculative profits Our mission is to run companies the right way for long-term performance Our philosophy is to use minimal amounts of debt to ensure the resilience of the business Peers and partners to our network of families, who command billions in net worth LEADERSHIP TEAM NAME DAVID W. McCOMBIE III JD, Harvard Law School; BA, University of Miami Agribusiness; Heavy Equipment; Food and Beverage; Corporate Strategy JAY S. LIPSEY BS, The Wharton School (University of Pennsylvania) Industrials; Manufacturing; Real Estate; Corporate Finance EDUCATION NOTABLE EXPERIENCE CORE AREAS OF EXPERTISE A private investment firm by families, for families… McKinsey & Company, Management Consultant; Citigroup Global Banking, Associate; Licensed Attorney Investment banker with focus on middle-market, equity-sponsored transactions; Real estate private equity; Family construction business McCombie Group, LLC 777 Brickell Avenue, PH 60 Miami, FL 33131 www.mccombiegroup.com | info@mccombiegroup.com | tel +1 786 664 8340 | fax +1 786 220 2096 McCombie Group, LLC 777 Brickell Avenue, PH 60 Miami, FL 33131 www.mccombiegroup.com | info@mccombiegroup.com | tel +1 786 664 8340 | fax +1 786 220 2096 FAMILY INVESTORS Our shareholders are derived from non-institutional family investors, enabling us to offer creative deal terms and structures that accommodate a business owner’s specific needs Our extensive experience working with our clients’ operating businesses allows us to better understand the nuances of family enterprises Our families aspire to be collaborative, value-added partners Centrally headquartered in Miami, McCombie Group is backed by a network of significant families from across the Americas that bring more than just capital to an investment. Cumulatively, our families have a wide assortment of business interests spanning various sectors, asset classes, and geographies. We uniquely add value to each investment by leveraging the collective knowledge, experience, and influence of these investors— the same proven capabilities that have contributed to the enduring success of their own family enterprises. We invest for the long-run and are open to exploring creative deal structures that can uniquely address the specific needs of everyone involved. As entrepreneurs ourselves, we also actively assist portfolio holdings to create long-term value.
- 2. PRINCIPAL INVESTMENTS ADVISORY SERVICES Serving as trusted advisors to family offices in the evaluation and management of their illiquid investments Making direct investments in strong operating companies alongside our network of family offices Whether as co-investors or advisors, we partner with our clients to help them succeed across their private investment needs McCombie Group actively seeks to invest long-term capital into established family and founder-owned operating businesses where we can build enduring value. We focus on quality over quantity— we selectively invest in a manageable number of opportunities to ensure we have sufficient bandwidth to fully participate as a partner. As general partners, we strive to source opportunities aligned with our family investors’ strengths and competencies. With backgrounds in law, corporate finance, and strategy, McCombie Group can comprehensively support clients across the entire investment lifecycle— from initially selecting, analyzing, and consummating an investment all the way through continued monitoring and performance improvements. While some of our advisory engagements are finite in length and scope, we proudly serve a number of families on an ongoing basis, assuming primary responsibility for the evaluation and management of their entire illiquid investment portfolio. We supplement our world-class professionals with a proprietary network of subject matter experts, enabling us to confidently serve our clients across all of their investment and business needs, regardless of asset class or industry. TYPICAL INVESTMENT CRITERIA: Investment of $10 million to $25 million (may be larger if circumstances dictate) INDUSTRIES Sectors where we have relevant expertise: Heavy equipment dealerships Food and beverage Niche distribution and logistics Light, specialty manufacturing Business services FINANCIAL METRICS Successful middle-market enterprises: Revenues less than $100 million EBITDA above $3 million History of stable operating margins Early-stage venture capital and distressed investments not considered Values-oriented owners seeking flexible options: Owners looking to exit or obtain liquidity Businesses seeking long-term growth capital Buyouts staged over time Partial buyouts to facilitate family succession (with option to reacquire control) DEAL STRUCTURES INVESTMENT PRE-CLOSING SUPPORT ONGOING OPERATIONAL SUPPORT • Deal sourcing and screening - Selecting suitable investments for further review, based upon articulated criteria • Investment analysis - Assessing the attractiveness of an investment opportunity and determining its fair value • Deal structure - Designing a gameplan to successfully convert a compelling opportunity into a sound term-sheet • Due diligence support - Validating the initial representations and warranties, which an investment is predicated upon • Company monitoring - Independently monitoring the progress of more passive investments against pre-defined milestones • Management consulting - Issuing recommendations to improve the performance and value of an operating business • Corporate development - Executing M&A transactions that enable a company to seize pivotal opportunities • Problem resolution - Resolving shareholder disputes and unwinding problematic deals ACCESS TO THE SAME RESOURCES AND CAPABILITIES BENEFITTING THE MOST SOPHISTICATED FIRMS PRIMARY GEOGRAPHIC FOCUS
- 3. FAMILY OFFICES INVESTING IN FAMILY BUSINESSES NOT FUNDS FAMILIES... Current capital providers continue to offer the same ill-fitting approach. McCombie Group harnesses the flexibility and collective wisdom of its families to offer a better, more personalized way: McCombie Group is an innovative private investment firm backed by a network of significant family offices and ultra-high net worth individuals from across the Americas. In addition to our principal investments, we also serve as advisors, representing these clients in the evaluation and management of their illiquid investments, including closely-held operating businesses and real estate. ABOUT McCOMBIE GROUP VALUES-DRIVEN We are not a faceless fund— our family investors are peers, with similar perspectives, life experiences, and values We recognize the importance of the people and the heritage of the companies we invest in We value the cumulative knowledge and experience that only the business owner can offer— our task is to build upon this foundation LONG-TERM APPROACH Our investment philosophy is predicated upon patiently creating sustainable value rather than quick, speculative profits Our mission is to run companies the right way for long-term performance Our philosophy is to use minimal amounts of debt to ensure the resilience of the business Peers and partners to our network of families, who command billions in net worth LEADERSHIP TEAM NAME DAVID W. McCOMBIE III JD, Harvard Law School; BA, University of Miami Agribusiness; Heavy Equipment; Food and Beverage; Corporate Strategy JAY S. LIPSEY BS, The Wharton School (University of Pennsylvania) Industrials; Manufacturing; Real Estate; Corporate Finance EDUCATION NOTABLE EXPERIENCE CORE AREAS OF EXPERTISE A private investment firm by families, for families… McKinsey & Company, Management Consultant; Citigroup Global Banking, Associate; Licensed Attorney Investment banker with focus on middle-market, equity-sponsored transactions; Real estate private equity; Family construction business McCombie Group, LLC 777 Brickell Avenue, PH 60 Miami, FL 33131 www.mccombiegroup.com | info@mccombiegroup.com | tel +1 786 664 8340 | fax +1 786 220 2096 McCombie Group, LLC 777 Brickell Avenue, PH 60 Miami, FL 33131 www.mccombiegroup.com | info@mccombiegroup.com | tel +1 786 664 8340 | fax +1 786 220 2096 FAMILY INVESTORS Our shareholders are derived from non-institutional family investors, enabling us to offer creative deal terms and structures that accommodate a business owner’s specific needs Our extensive experience working with our clients’ operating businesses allows us to better understand the nuances of family enterprises Our families aspire to be collaborative, value-added partners Centrally headquartered in Miami, McCombie Group is backed by a network of significant families from across the Americas that bring more than just capital to an investment. Cumulatively, our families have a wide assortment of business interests spanning various sectors, asset classes, and geographies. We uniquely add value to each investment by leveraging the collective knowledge, experience, and influence of these investors— the same proven capabilities that have contributed to the enduring success of their own family enterprises. We invest for the long-run and are open to exploring creative deal structures that can uniquely address the specific needs of everyone involved. As entrepreneurs ourselves, we also actively assist portfolio holdings to create long-term value.