Value Creation.

Through the collective expertise of our team and our extensive third-party network, LLR delivers a sophisticated mix of guidance and resources to help create value. Our integrated resources have been purposefully designed to help accelerate the growth of lower middle market companies by leveraging industry, financial and functional expertise as well as best practices for strategic planning, operational excellence, talent management, corporate development and exit planning.

Capital for Growth

LLR uses experience and creativity to tailor a capital plan to the needs of a company and its owners. We invest directly in flow-through tax entities, charge no closing fees and do not burden companies with undue financial leverage.

Strategic Planning

We work with management teams to implement strategic and operating initiatives that build long-term value. We help identify ways to accelerate growth through market definition, customer segmentation, product or service line extensions, strategic capital investments and add-on acquisitions.

Operational Excellence

Dedicated, seasoned operations experts partner with management teams to help optimize processes and enhance go-to-market strategies. Portfolio collaboration through live summits and online channels foster sharing of best practices and standards for excellence. We also leverage the executive experience of our Senior Operating Advisors based on each portfolio company’s needs.

LLR supports projects focused on sales and marketing effectiveness and scaling operations, including:

  • Customer success and net retention
  • Implementation process and metrics
  • Organization design and process optimization
  • Operational capacity scaling for growth
  • Value proposition
  • Target customer identification
  • Lead generation
  • Product marketing
  • Sales integration
  • Sales process, metrics and technology stack

Human Capital

Through our in-house human capital management team, LLR helps identify, assess and recruit talent in key leadership roles, having directly supported 110+ executive and board searches since 2012.

Our team facilitates best practices in talent acquisition and alignment of strategic objectives through:

  • Full-lifecycle search support for key leadership positions
  • Board of Director recruitment
  • Organization planning and leadership scorecard development
  • HR best practice awareness

Corporate Development

Since inception, LLR’s portfolio has completed more than 100 add-on acquisitions. Our support during the M&A process enables management to focus on running their business. LLR helps to identify candidates, negotiate terms, perform diligence, review legal documents and assist with integration planning.

Exit Planning

Where do you want to be in five to ten years? Planning for an exit is critical to developing a strategic plan and prioritizing resources. Starting early in the relationship, LLR helps business owners assess relevant valuation drivers and analyze possible exit alternatives, including strategic sale, initial public offering or recapitalization.