Investing In New Horizons
Criteria
Elevated Holdings Group (EHG) offers debt and equity financing for US businesses. Loan amounts start at $500k and go up to $250M. Use of funds can be operating expenses, growth capital, acquisitions, bridge capital, commercial real estate.
Industries
Elevated Holdings Group (EHG) works with companies in the following industries: Wellness, Construction, E-Commerce, Cannabis & Psychedelics, Marketing, SaaS, Tech, Life Sciences, and BioTech.
Team
Our team has participated in over 60 M&A transactions. We deploy about $250M a quarter from our private capital sources.
EHG's Rules For
Integration Success
We have the best earn-outs in the industry vis-à-vis a ballooning profits interests and a second bite of the apple with equity in the newco for the owners that sell to us.
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The Vision – is there a realistic yet compelling vision for the long-term future together?
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The Leadership – did the company immediately clarify leadership and roles
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Growth – how does 1 + 1 = 3 in the near future while accounting for customers, capabilities, costs, and culture?
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Early wins – plan for and accomplish early wins to create momentum and unity.
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The Culture – Do cultural differences exist, and how can they be turned into benefits? What's the company's plan to keep employees from leaving (cash and non-cash)?
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Communication – Is there a detailed communication plan? Are the proper people and mediums being used to communicate?
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Risk Management – Is risk addressed defensively and reactively, and how can risk be turned into gains?
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Our Board of Directors and Consultants will oversee technical and operational integration and set a clear process for the C-Suite to follow.
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Culture integration is the biggest pitfall in most M&A transactions, so at EHG, we believe that each subsidiary should stand on its own 2 feet to avoid a culture clash while leveraging synergies in the EHG ecosystem.
OUR COMPANIES
Founder
How We Work Together
Assess
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What Is Success? Why?
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Tax/Ownership Structure
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Business Model + TAM
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Core Beliefs, Values + Mission
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KPIs, Reporting + Budgeting
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Leadership Score + Review
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Systems, SOPs + Automation
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Customer Success, NPS/CSS
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Recruit, Train, Comp/Benefits
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Tech Stack + Vendor Analysis
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Review/Assess Cost Structure
Improve
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Test Price Increases
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Price/Margin Pocket Waterfall
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< Internal Costs + Automate
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< External Costs + Re-Source
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Optimize Value Ladder + Funnel
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Improve Creative + Targeting
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Add Media Channels + > Spend
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+> Inbound + Outbound Sales
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+> Partners, Affiliates + Referral
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+> Earned, Owned, Paid Media
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Acquisitions for Growth
Exit
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Optimize Valuation Levers
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Internal CDD, LDD + FDD
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Entity + Personnel Documents
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Identify Potential Buyer Pool
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Prepare One-Sheet
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Solicit IOIs + Secure NDAs
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Prep Deck, CIM + Data Room
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Negotiate + Review LOIs
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Negotiate APA/EPA/SPA
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Buyer CDD/LDD/FDD
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Escrow, Close + Integration
Our Order Of Focus
Grow Sales
Driving sales is the first step in business, and we excel at driving sales through our warm network, social media, email, and sales systems.
Improve Profits
Once your sales have been systemized, operations can be automated while COGS are analyzed for the best margins at the desired level of quality.
Maximize Your Valuation
Depending on the size of your business, you are valued on a multiple of net profit or EBITDA. But regardless of that, by participating in a roll-up like EHG, you're company automatically gets a hire multiple by exiting with other synergistic companies, and even if you don't want to exit, you're at least above a turn-key business now.