Investment Approach

How We Partner

In addition to capital, Voyager assists its portfolio companies in four key areas: developing long-term strategies; investment in organic growth and acquisitions; leveraging Voyager’s industry relationships and industry knowledge; and enhancing human resources and operations productivity.

 

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Long-Term Strategy

Long-Term Strategy

  • Comprehensive strategic planning, including long-term goal and objective mapping.
  • Identify growth plans and capital requirements.
  • Consider potential mergers and acquisitions that make the business stronger in the long-term.
  • Develop annual operating plans and critical paths for improvement.
  • Determine eventual exit opportunities for shareholders.
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Organic Growth & Acquisitions

Organic Growth & Acquisitions

  • Analyze and invest in R&D capabilities to enhance new product or service development. 
  • Consider and execute geographic expansion opportunities.
  • Develop acquisition strategies in both core and adjacent sectors.
  • Provide negotiation, due diligence, transaction structuring and integration support for acquisitions.
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Industry Positioning & Expertise

Industry Positioning & Expertise

  • Leverage Voyager’s extensive industry relationships and knowledge.
  • Access to seasoned entrepreneurs and executives who participate on portfolio company boards.
  • Present portfolio companies to potential customers or new business relationships.
  • Introduce portfolio companies to lenders, consultants and investment bankers.
  • Provide assistance with refinancings or restructurings of credit facilities.
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Enhancing Productivity

Enhancing Productivity

  • Introduce enhancements to Human Resources & Operations activities.
  • Implement KPIs, benchmarking and other management tools. 
  • Develop working capital management tools.
  • Assist in the recruitment/retention of top talent across the entire company.
  • Administer management compensation and equity incentive programs.
  • Consider internal efficiencies, such as enhanced IT and ERP systems.
  • Optimize supply chain, safety and compliance functions.
  • Conduct customer and product/service profitability analysis.

our Investment Criteria

Sectors
Upstream / 
midstreaM / 
Downstream 
Energy Services
Company Types
Field services
distribution
offshore services
manufacturing
fabrication
construction
downhole tools
technology
Target EBITDA

$20m - $100m
Voyager Ownership

51%+
Equity Check

$25M - $150M
Business Stage

Commercially Proven
Management
Voyager works alongside highly motivated management teams and entrepreneurs who ideally retain equity ownership to align interests.
Transaction Types
Primarily recapitalizations and growth investments.