Investment Approach

The Nautic Playbook

Our process begins well before we make an investment. The Nautic Playbook seeks to combine deep sector knowledge and executive talent to source, select, and create value through pre-identified opportunities.

Through in-house theme development and comprehensive sector mapping, we seek to make each investment from a highly informed vantage point, grounded in a strong understanding of industry dynamics, business models, and key executive talent.

By partnering with industry veterans to bolster management teams, we believe we are collectively able to undertake higher-reward opportunities from an aligned and confident position.

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Theme Development

Map the Universe

Pursue Deals with the Executive Edge

Informed Execution

Build Quality Businesses

Expand on Network

Theme Development

Thematic approach led by the Nautic investment team, further augmented by executive experts to identify industry sub-sectors that Nautic believes are poised for growth.
Identify complementary executive talent with demonstrated experience in the subsectors resulting from theme development.

Map the Universe

Leverage our knowledge and relationships to understand the companies operating in each sub-vertical, seeking to do so before they come to market.
Conduct deep dives on business models, competitive landscape, and value drivers.
Develop a map of key executive and operating talent within the fields of focus, including members of our existing executive network.

Pursue Deals with the Executive Edge

Aggressively pursue investments with a clear angle of pre-identified levers for value creation, developed through market mapping and rigorous sector benchmarking.
Network of executive talent enables Nautic to pursue and validate opportunities efficiently, and is intended to target high-reward opportunities that require deep knowledge to gain conviction.

Informed Execution

Implement pre-identified initiatives that Nautic believes will grow equity value through the enhancement of teams, processes, and systems.
Partner with existing management teams and complementary executives from our network to lead initiatives, while focusing on core operational levers to manage risk.

Build Quality Businesses

Leverage executive network to support strategic growth by enhancing operations and expanding capabilities alongside existing leadership.

Expand on Network

By applying our playbook consistently over time, we have built both market knowledge as well as a growing network of trusted executives, which we believe unlocks new opportunities for future investments.

What We Look For

Nautic looks for promising middle-market businesses where management teams express equal passion for accelerated growth and value realization.

Sectors

Healthcare
Industrials
Services

Equity Commitment

$50-$500M+

EBITDA

$10-$100M+

Situations

A variety of buyout, growth, and consolidation opportunities

Geography

North America

Responsible Investment

Nautic incorporates Responsible Investment principles across the entire investment lifecycle, drawing on third-party expertise when helpful to manage risk and unlock long-term value. We believe that proactively addressing these factors can enhance a company’s growth and resilience over time.

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