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We are a reliable, relationship-oriented partner.

  • Values

    We have a reputation for professionalism and integrity. We pride ourselves on always delivering on required timeframes and standing by the terms we propose.

  • Flexibility

    We offer a full continuum of investment securities, from control equity to combinations of minority equity and debt capital, and collaborate directly with companies to uniquely address each situation.

  • Strategic Support

    We make available a full range of private equity resources and offer strategic guidance, seeking to maximize value creation.

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Company Criteria

Investment Parameters

How We Help Companies Grow

cs-outsolve

OutSolve

Description

OutSolve is a leading provider of outsourced affirmative action compliance, diversity, and compensation analysis services. OutSolve serves over 1,400 clients annually across numerous industries, ranging in size from the Fortune 500 to small businesses. OutSolve’s CEO and co-founder sought a partner to buy out its two non-active shareholders and to help accelerate growth.

Actions

  • Worked with OutSolve to source and close four non-auction acquisitions within the first two years of LNC’s investment.
  • Recruited a talented compliance services executive to the Board of Directors.
  • Assisted the company in operational initiatives, including expanding its offering of complementary services as well as with new client and partner business development efforts
  • Worked with management to improve financial reporting and forecasting, including conversion to GAAP.
  • Sourced and closed senior bank acquisition financing.

Outcomes

LNC’s various actions have allowed OutSolve to diversify its service offering and nearly double its revenue since closing.

This website contains information about a selection of LNC Partners’ investments. These portfolio company case studies offer summary information, are provided as examples that clarify and typify LNC Partners’s investment approach, and do not represent a complete list of LNC Partners investments. Past results are no guarantee of future results and no representation is made that a portfolio company will or is likely to achieve results that are similar to those of the companies described. These investments were not chosen for their returns on investment.

cs-sunstar

Sunstar

Description

Sunstar is a leading commercial insurance brokerage platform, with offices throughout the South and Midwest, more than 275 employees, and over $350 million in annual premiums.

Actions

  • Accelerated Sunstar’s acquisition strategy by providing analytical support, strategic advice, and capital. Since its initial investment in July 2015, LNC has assisted in the evaluation and execution of 9 add-on acquisitions.
  • Sourced and closed the company’s first senior credit facility with a global bank.
  • Provided management with introductions to LNC’s extensive network of insurance industry contacts, revealing unique opportunities for prospective employee hires and acquisition targets.
  • Enhanced the company’s internal financial reporting process, improved analytical capabilities, and strengthened accounting methodologies, which also included guiding Sunstar through its first external financial audit.

Outcomes

Successful acquisitions and steady organic growth have resulted in Sunstar tripling its revenue since LNC’s initial investment, leading to Sunstar being ranked in the top 60 of all insurance brokerage firms in the U.S.

This website contains information about a selection of LNC Partners’ investments. These portfolio company case studies offer summary information, are provided as examples that clarify and typify LNC Partners’s investment approach, and do not represent a complete list of LNC Partners investments. Past results are no guarantee of future results and no representation is made that a portfolio company will or is likely to achieve results that are similar to those of the companies described. These investments were not chosen for their returns on investment.

cs-terradotta

Terra Dotta

Description

Terra Dotta is a leading provider of enrollment and student management software solutions to over 500 international study offices and third-party organizations supporting academic institutions. Prior to investment, Terra Dotta was in need of capital to invest in growth.

Actions

  • Utilized its industry relationships to expand the executive team and Board of Directors.
  • Prepared market and financial analysis that enabled Terra Dotta to successfully raise prices to levels more commensurate with value provided and comparable products.
  • Worked with management to improve financial reporting and forecasting, including conversion to GAAP.

Outcomes

The expanded team and improved processes have resulted in significant product expansion, revenue increases, and improved operational execution.

This website contains information about a selection of LNC Partners’ investments. These portfolio company case studies offer summary information, are provided as examples that clarify and typify LNC Partners’s investment approach, and do not represent a complete list of LNC Partners investments. Past results are no guarantee of future results and no representation is made that a portfolio company will or is likely to achieve results that are similar to those of the companies described. These investments were not chosen for their returns on investment.

The portfolio company officers shown on this page were not selected on the basis of their company performance and were not paid to be shown here. This is not a complete list of all officers associated with the portfolio companies in which LNC Partners has invested or is invested. Other portfolio company officers may not have the same experience as those individuals identified on this page. This website is intended solely to provide information regarding LNC Partners’ potential capabilities for prospective portfolio companies, and is not an offer to sell to any person, or a solicitation from any person of an offer to buy, any securities. The statements contained herein are not statements of any investor and do not describe any experience with or endorsement of LNC Partners as an investment adviser by any investor.