Manager Criteria

E.L.K. leverages its relationships in the equity sponsor community and draws upon the prior experiences of its Principals to assess which investment groups are the most appropriate fit for E.L.K. and its investors.

Establishing relationships with equity sponsors and corporate executives is viewed by E.L.K.’s Principals as a long-term partnership rather than simply a near-term economic opportunity.

Typical Manager Criteria

Experienced lead and control investors;
“Hands-on” approach to creating value at its portfolio companies or properties, typically through direct past operating experiences;
Outstanding track records;
Multiple years working together as a team;
Deal sourcing competitive edge;
Focused and differentiated sector or geographic approach;
Significant financial alignment; and
Strong references and well regarded in local market.

E.L.K. engages in ongoing dialogue with multiple levels of the deal community to maximize information flow and market intelligence. These interactions help it to better assess competitive positioning, track record, market appetite, and fit. These channels include:

Communicating regularly with the equity sponsor community, M&A bankers, leverage finance professionals, corporate executives and other financial intermediaries to address issues such as private equity and real estate market activity, capital markets availability, valuations and fund raising trends;
Communicating frequently with fund-of-funds, institutional investors/buyers, family offices and consultants to understand trends, biases and manager preferences and to leverage specific due diligence processes; and
Engaging in sell side and buy side advisory work and selected corporate and real estate private placements to achieve better insight into sourcing, style, competitive edge, deal structuring and valuation methodology of equity sponsors and corporate buyers.

E.L.K. is a member of FINRA and SIPC and is a broker-dealer registered with the U.S. Securities and Exchange Commission.