INVESTMENT PROFILE

Transform Holdings targets:

Enterprise Value
$10M – $100M

EBITDA
$2M+

+ Ownership: Majority or significant minority positions

+ Management: Strong incumbent teams or succession-ready leaders

+ Market Dynamics: Fragmented industries with consolidation potential

+ Value Creation: Operational enhancement, technology enablement, and buy-and-build strategies

VALUE CREATION APPROACH

Transform Holdings is an active partner, not just a capital provider. Our operational playbook emphasizes:

PRIVATE EQUITY MODEL

Our capital structure allows for creative deal execution, aligning incentives across stakeholders. We offer creative structuring for:

+ Founder transitions & generational handovers

+ Leverage Buyouts (LBOs)

+ Management buyouts (MBOs)

+ Growth capital & recapitalizations

+ Strategic roll-ups and add-on integrations