DALLAS, April 21, 2014 /PRNewswire/ -- MarginXL Capital Partners ("MarginXL Capital"), an operational private equity firm, launched this week with a differentiated approach to special situations investing in the middle market. MarginXL Capital seeks to address a sizeable and growing gap in middle market operational private equity investing through harnessing the explosion of data companies must deal with today, into actionable insights and initiatives that improve profits and shareholder value.
MarginXL Capital Partners, an operational private equity firm, formally launches with an innovative approach to middle market investing based on operational improvement and advanced analytics. MarginXL Capital seeks to address a sizeable gap in middle market operational private equity investing, namely to harness and exploit the explosion of data and to generate insights from that data to improve profits and investment returns. Co-Founders George Stelling and Bob Charles first met at Bain & Company and have strong experience and capabilities in special situations and profit improvement from both an operating and private equity perspective.
"We believe that we can address many of the important growth, performance, and profit inhibitors in companies in the middle market," said George Stelling. "Our model is operational private equity investing, with a strong overlay of advanced analytics and decision science, to assist business owners who seek a partner that can not only provide capital, but can also help improve performance, deliver insights, and enhance enterprise value in their business."
MarginXL Capital focuses on investments in companies with revenues between $10M and $200M and seeks to improve profits using both advanced software tools that generate insights and a set of operating improvement methods and governance techniques. MarginXL Capital is a special situations investor, focusing on a variety of different types of transactions, including owner-operator transitions, corporate carve outs, take-privates, turnarounds, and restructurings. MarginXL Capital plans to fill gaps in middle market companies in an environment where there is a rapidly expanding universe of structured and unstructured data and where over four million companies are expected to transfer ownership over the next ten years, as the Baby Boomer generation retires in the US and Canada.
Stelling and Charles worked closely together at Bain & Company in Dallas, where they helped companies improve profitability in several industries including transportation and technology. Each brings to the firm significant private investing, line operations, data management, international, governance, and leadership skills in both growth and turnaround situations. George Stelling co-founded and was COO and Managing Director at Prophet Equity LP, a $250M private equity buyout fund focused on making control equity investments in underperforming companies in the lower middle market. Charles has extensive operating and financial experience that includes JP Morgan Chase Capital Markets Group, Ford Motor Company and Ford Credit where he oversaw a $38 billion asset portfolio.
"We have an extraordinary cross functional team focused on originating and closing transactions in a few key sectors, including technology, automotive and transportation, business services, and aviation and defense," commented Robert Charles. "We are rapidly adding to our team and capabilities as we continue to scale our firm."
MarginXL Capital Partners is a different kind of operational private equity firm focused on special situations private equity investing in the middle market. MarginXL Capital employs operational know how, advanced analytics, and strategic insights to grow profits and create successful businesses using our differentiated Margin Accelerationsm process.
The information presented in this press release is provided for general informational purposes only and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy any securities, investment products, or investment advisory services. The information herein is not intended to provide, and should not be relied upon for, accounting, legal, tax advice, or investment recommendations. Each reader is encouraged to consult with their own tax, legal, accounting, financial, and/or other advisors regarding the information and matters contained herein. MarginXL Capital does not represent that any securities, financial instruments, products or services are suitable or appropriate for all clients or investors.
Jessa McIntosh, Marketing and Investor Relations Associate
MarginXL Capital Partners
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