Satori Capital 2009, L.P.

The Partnership intends to acquire equity positions in privately-held, profitable, sustainably-run companies operating in the emerging middle market; most or all of such investments will be majority and/or control positions. Satori believes that companies engaged in sustainable business practices offer excellent opportunities for growth with lower overall risk to investors. These businesses deliver strong returns by operating with a long-term perspective, committing to their mission or purpose, and focusing on creating value for each of their stakeholders. The benefits of such practices include increased employee engagement, higher customer loyalty, collaborative partnerships with vendors and suppliers, and strong community support. The resulting system of motivated and aligned stakeholders often results in higher quality products and services, increased demand for those products and services, and a more resilient business. Satori favors investments in companies operating in industries where it has relevant operational expertise including consumer products, business services, financial services, manufacturing, e-commerce, and technology.

Financial description

The investment objective is to make equity, equity-related, and other investments in middle-market businesses that operate or intend to operate in a sustainable manner and have the potential to provide long-term capital appreciation and cash flow generation. Satori is focused on opportunities in the emerging middle market, which it equates to businesses generating in the range of $25 million to $150 million in annual revenue. Satori believes that mid-sized owner-operated companies are particularly well suited to scaling through a sustainable approach. In addition, the investment dynamics for businesses of this size benefit from the market inefficiencies created due to the relatively few institutional investors and intermediaries operating in this space, which leads to lower purchase price multiples for these businesses and the opportunity for significant multiple expansion through an exit or other liquidity event.
The Satori investment team leverages its unique skills, experiences, and networks to unlock substantial value in its portfolio companies. Satori’s investment team is supported by a talented group of Operating Partners and an outstanding Advisory Board that assist portfolio companies in a number of ways including advising management teams regarding strategy and operations.