Investment Philosophy
As rapid and permanent changes occur in consumer expectations, and the need for efficiency, businesses are seeking to integrate cloud technologies with data, algorithms, and AI to augment the capabilities of their human workforce and develop data analytic capabilities. This paradigm shift has been accelerated with the onset of COVID 19 where technology and data enabled insights are no longer optional. Partnering with talented business leaders, Graham Allen leverages our business acumen to achieve growth by creating the foundation and playbook for a company’s digital transformation.
High-quality, lower-middle market companies with significant amounts of manual, rules-based transactions possess data assets with untapped value that can be realized with the use of technology. These companies can be acquired at attractive cash flow multiples relative to their growth potential and later sold at multiples of recurring revenue. Graham Allen Partners identifies these lower-middle market companies primed for automation and digitization to develop and enact digital strategies that will resolve operational inefficiencies, capitalize on technology assets and create data-centric revenue streams to drive growth.
