Vulcan follows a well-defined and structured approach across each of its investment platforms. In most cases, Vulcan goes beyond traditional financing, and immerses its team into all aspects of the investment process:
Identification: Vulcan utilizes its comprehensive industry expertise, in-depth global equity research, and strong proprietary deal flow to identify opportunities.
Aquisition: Leveraging its broad experience in financial engineering, Vulcan acquires companies that exhibit significant growth potential.
Management: Vulcan adds value to its holdings via strategic operations and management restructuring. It constantly analyzes refinancing options and potential add-ons to ensure growth and sustainability.
Monetization: Vulcan maximizes value with optimal exit timing; employing several strategies including IPOs, sale to financial or strategic buyers, or tax-advantaged asset securitizations such as MLPs, income trusts, PIKS, and RTs.
Vulcan seeks partners with strong management skills, growth potential and market positioning. It invests between $10 million and $300 million on selected transactions in the following sectors:
- Energy Technology
- Financial Services
- Green Technologies
- Natural Resources
- Oil & Gas
Vulcan employs various transaction strategies including:
- Distressed Restructurings
- Growth Capital Investments
- Leveraged and Management Buyouts
- Mezzanine Investments
- Structured Equity Investments