What SCOOTER Does

Private Equity Strategy

As an Independent Sponsor SCOOTER seeks to acquire control equity stakes in U.S. based lower middle market companies. We welcome situations where our investment and involvement provide real tangible value, helping to maximize the potential of the business. The SCOOTER team believes in an approach that is hands on enough to influence the key drivers of the business but hands off enough to empower management to execute on their plan and vision. This requires a close working relationship and alignment of interest with company owners, managers, employees, suppliers, and other important stakeholders. 

Our goal is to help build and grow the companies we partner with, taking them to the next level and beyond. We are willing to provide both equity and debt capital as part of a transaction. This allows us to customize the needs of the businesses we acquire or invest in, better positioning them for future growth and success.

Strategy

We look for businesses with the following characteristics:

  • Unique or differentiated platforms, services, or products

  • Clearly definable and sustainable business models

  • Defensible market positions and strong growth potential

  • Entrepreneurial and dedicated management teams

The types of situations we look for include:

  • Co-sponsorships

  • Experienced management looking for growth capital and/or strategic help

  • Buy and build opportunities

  • Rollups in fragmented industries 

  • Management buyout or recapitalization

  • Family business in need of succession plan

Acquisition Criteria

  • Enterprise Value: $1 million – $50 million

  • EBITDA: $0.25 million – $10 million

  • Business Types: industrial companies, consumer and business services businesses, and certain special situations

  • Geographic: United States based

SCOOTER helps advise on, and arrange for, financings for U.S. based start-ups and lower middle market companies. Our creative capital raising involves designing innovative and flexible financing solutions to help businesses secure the necessary capital, whether through equity, debt, or hybrid structures, to fuel their growth and strategic initiatives. We are flexible in our approach to structuring a transaction so that it best fits the needs of all parties involved.

Strategy

We typically work with businesses or situations with the following characteristics:

  • Proven business models 

  • Experienced management teams 

  • Strong collateral support

  • Idiosyncratic risk profiles

  • Distressed or discounted valuations

Opportunities we consider include:

  • Debt financing

  • Bridge loans

  • Debtor in possession (D.I.P.) financing

  • Equity financing

  • Equity recaps

  • GP and/or LP buyouts

Financing Criteria

  • Size: $2.5 million – $250 million

  • Term: Typically, no more than 5 years for debt 

  • Geographic: United States domiciled

SCOOTER Arranged Loans:

VE Solutions from Private Investors

Q4 2024

SOAR Transportation from Pasadena Private Lending

Q1 2025

Verano Holdings from Rainbow Realty Group IV

Q1 2025

Our consulting services are designed to provide comprehensive support to other private equity firms and small to mid-sized businesses, helping them navigate complex challenges. We understand the unique challenges that each client faces and are dedicated to offering customized solutions that drive success and sustainable growth.

Our offerings include:

  • M&A Due Diligence: We conduct rigorous due diligence for private equity firms and businesses involved in mergers and acquisitions. Our detailed evaluations cover financial, operational, and strategic aspects, enabling clients to make well-informed investment decisions and mitigate potential risks. 

  • Strategic Planning: We assist our clients in developing and implementing robust strategic plans that align with their long-term goals. Our services include market analysis, competitive benchmarking, and strategic road mapping, ensuring that clients can make informed decisions and stay ahead of industry trends. 

  • Operational Optimization: Our consulting team specializes in optimizing business operations to enhance efficiency and productivity. We conduct thorough assessments of current processes, identify areas for improvement, and implement best practices to streamline operations. This results in improved performance and cost savings for our clients. 

  • Financial Advisory: SCOOTER provides comprehensive financial advisory services that help clients navigate complex financial landscapes. From financial planning and budgeting to risk management and capital allocation, our experts offer insights and strategies that strengthen financial health and stability. 

  • Management Consulting: Offering tailored advice on organizational structure, leadership development, and change management to enhance business performance. We focus on continuous performance improvement, helping clients set and achieve ambitious performance targets. Our services include performance benchmarking, KPI development, and performance monitoring, ensuring that clients can track progress and make data-driven decisions. 

Strategy

We can help with the following:

  • Start-ups

  • Broken business models 

  • Restructurings 

  • Divestitures 

  • Roll-ups 

Engagement Criteria

  • Revenues: Subject to negotiation

  • EBITDA: Subject to negotiation

Capital Raising

Consulting Services