Symmetrical Investments and HD Ventures close CAPTARGET sourced deal

Gabe Galvez

“We engaged and you delivered. Our latest acquisition, sourced direct by your team, cost us less than 80% of our usual sourcing fees. Let’s do it again!”

-Chad Byers, Managing Partner, Symmetrical Investments

The Client

HD Ventures is a San Diego-based alternative investment firm focused on partnering with privately-held companies with highly-capable management teams and growth prospects. They seek to build long-term, sustainable value, which is why HD looks to partner with owners and managers that prefer to remain in place through the life of the investment.

Symmetrical Investments invests in change of ownership and growth equity transactions. It’s goal is to partner with owners and senior management of established and profitable companies in the lower middle market with an opportunistic philosophy. Since the firm’s primary objective for any investment is to grow the underlying company, the cornerstone of Symmetrical’s investment thesis is focused on Management Buyouts, Majority Recapitalizations and Growth Equity Investments.

The Target

Wrangle, LLC is a premier ERISA 5500 reporting and disclosure company.  The company eliminates the burden of managing the Health and Welfare Form 5500 process through a number of outsourced services availible to insurance industry participants.

The cost savings

The total cost of sourcing the transaction was less than 12k with no other success fee or variable pay implication.  When the clients retained our team, they made one thing clear, they wanted to move quickly and be sensitive of cost.  In under 6 months we sourced and vetted the opportunity and they closed – saving them hundreds of thousands of dollars in transaction fees that would have been paid under a conventional success fee arrangement.


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