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"It is a pleasure to have worked with the Cressey team over the years. They are active, value-added partners, with a deep expertise in the healthcare industry. Their strength in the industry paired with their supportive nature, and open management style has allowed CLP to grow over the years."

JIM DEAL
Chief Executive Officer
Cloverleaf Partners



Investment Strategy

The Target, Buy-and-Build Strategy

For nearly three decades, the buy-and-build strategy has successfully partnered capital and support with exceptional executives in high-potential industries. Over the last several funds, the Cressey & Company team has further refined this strategy by adding proprietary screening and analytical tools to its investment process.

Now referred to as 'Target, Buy-and-Build', the Cressey & Company strategy has proven to be particularly powerful in the healthcare industry. With strong secular growth, complex non-market forces and significant fragmentation, the Cressey & Company strategy applies unique insights and experience to produce extraordinary results. The investment professionals at Cressey & Company are leaders in their industry because they become experts in their management partners' industries.

The following summarize the key elements of Cressey & Company's Target, Buy-and Build Strategy:

  • Target: Focus on relatively few attractive healthcare segments at a time; selected based on strong growth prospects and Cressey & Company's proprietary view of fundamentals
  • Buy: Partner with strong, well-positioned businesses as platforms for growth strategies
  • Build: Work with management teams to accelerate growth through sales and marketing enhancements, accretive growth projects and add-on acquisitions.


    • How Cressey & Company Differs

    While many firms with similar pedigrees have grown to focus on larger deals, the Cressey & Company team is proud to continue its focus on the middle market. Rather than being an owner or investor, the Cressey & Company team focuses on being a value-added partner, empowering talented executives to increase their impact in industries and organizations. The Firm's unique strategy is complemented by a culture built on teamwork and innovation. Cressey & Company believes that its focus on building world-class healthcare companies in partnership with exceptional executives has already proven to be an enduring strategy.Cressey & Company views the following as key sources of competitive advantage in healthcare investing:
  • Proven track record in healthcare spanning nearly three decades (through a variety of economic cycles and reimbursement paradigms)
  • Deep industry work and extensive contacts leading to unparalleled focus and expertise
  • Core focus always on accelerating growth, not on leverage or structure
  • Active assistance to portfolio companies in sourcing, evaluating and executing acquisition opportunities
  • Highly skilled investment team, with significant experience in structuring, financing and executing complicated healthcare transactions
  • Commitment to integrity and teamwork


    • Typical Investment Parameters

    Cressey & Company will consider a wide-range of transaction opportunities for either platform or add-on investments. While there is no formula for selecting investment candidates, the following characteristics are typical of opportunities that the Firm finds attractive:

    Investment Parameters