Long-term vision realized through thoughtful improvement over time
How We Impact
Agility
Quick and nimble decision making maintains high levels of efficiency and constant innovation
Permanent Hold
Permanent home where customers needs are met over the long-term, building deep and strong relationships
Operations Effectiveness
Never lose the pulse from an operational standpoint
Growth Mindset
"Always Learning" culture that develops leaders and encourages employees to be the best versions of themselves
Empowerment
Continuous improvement and best practices sharing culture that becomes the cornerstone of growth and empowerment
Operating Model
All our portfolio companies are integrated into EXA's proprietary operating platform that helps us measure and improve our businesses. Your journey with EXA begins with orientation, where we introduce the management team to a set of operating metrics and ratios used to drive results. This bench-marking exercise helps us to measure, monitor and improve the performance of all our portfolio companies.
Operating Model
All our portfolio companies are integrated into EXA's proprietary operating platform that helps us measure and improve our businesses. Your journey with EXA begins with orientation, where we introduce the management team to a set of operating metrics and ratios used to drive results. This bench-marking exercise helps us to measure, monitor and improve the performance of all our portfolio companies.
Portfolio Governance
Stewardship
Scale Up
Improve products to meet customer needs, build solutions creating greatest economic value
Establish
Trust
Identify constraints by implementing operating metrics
Process
Management
Improve through people development and workflow optimization
Develop Collaborative Rhythm
Review Financial & Operational Progress & Set Actionable Priorities.
Strategic Thinking & Planning
Core Business strategy and growth initiatives
Portfolio Governance
Stewardship
Scale Up
Improve products to meet customer needs, build solutions creating greatest economic value
EstablishTrust
Identify constraints by implementing operating metrics
Process Management
Improve through people development and workflow optimization
Develop Collaborative Rhythm
Review Financial & Operational Progress & Set Actionable Priorities.
Strategic Thinking & Planning
Core Business strategy and growth initiatives
Dedicated to grow your legacy
Our investment philosophy is centered around working collaboratively with existing management teams to drive superior operating results and innovation. We execute through a partnership-driven approach supported by a set of management principles, operating metrics, and business processes. We support our companies by investing in growth initiatives and strategic acquisitions that drive long-term value.
Our Process
Dedicated to grow your legacy
Our investment philosophy is centered around working collaboratively with existing management teams to drive superior operating results and innovation. We execute through a partnership-driven approach supported by a set of management principles, operating metrics, and business processes. We support our companies by investing in growth initiatives and strategic acquisitions that drive long-term value.
Our Process
We get introduced to hundreds of companies during the course of a year. Some contact us directly, some are reached out by us where we see a potential fit. In other cases, intermediaries, including business brokers, investment bankers, commercial bankers, accountants, etc. introduce business owners to EXA. We get to know each company thoroughly so we can identify alignment guided by a long-term strategic view.
To see details of our process, click Our Process