Services

Capital Management

Hamilton-Madison manages its partner capital following a well researched and disciplined strategy. We are active investors, looking for opportunities where the intrinsic value of the company is not being recognized by the market. Our active participation in the company is focused on unlocking that shareholder value through various strategic initiatives.

Investment Thesis

Many small and micro cap technology companies must change their approach to business as the market in which they operate matures. We believe that distribution has replaced innovation as the driving force in this maturing market and invest in companies that are uniquely positioned to exploit the shift in the value proposition from innovation to distribution.

Investment Model

Hamilton-Madison has created a proprietary Valuation Model to monitor the small and micro cap technology industry and to identify prospective targets. Hamilton-Madison will invest its capital and that of its investors and partners to acquire significant stakes in target companies and in most cases will employ an activist investment model with company management, utilizing a variety of tools and strategies to enhance shareholder value. Hamilton-Madison employs a distinct approach in evaluating potential investment situations, generally concentrating on relatively few transactions.

The Hamilton-Madison Edge

Deep industry knowledge: Hamilton-Madison’s principals have owned and operated technology companies in the past and have been responsible for, or worked directly on over 30 technology company acquisitions in the past two years.

Activistism: Hamilton-Madison is not limited by its charter and can participate in any type of deal structure whether friendly or hostile. Hamilton-Madison can also purchase stock in public companies without having to have the majority controlling interest acquisitions in the past two years.

Access: Hamilton-Madison’s principals and executive network provide deep access to a wide range of technology company executives, bankers, financiers and managers.

Operational Experience: Hamilton-Madison and its executive network have the ability and expertise to run or manage the operations of a target company.

Valuation Model: Hamilton-Madison has a proprietary Valuation Model that tracks over 2,000 companies daily. Hamilton-Madison tracks and analyzes data to capitalize on market inefficiencies caused by inaccurate or imprecise processing of information. Hamilton-Madison utilizes a bottom-up investment approach that combines fundamental research with financial insights to gain a competitive edge over the market.

Primary Research: Hamilton-Madison does its own in house research and becomes intimately familiar with its target companies before completing its equity stake purchase.

advisory Services

The mapping of operations to strategies provides a clear picture of the types of solutions that are critical to achieving corporate success. Hamilton-Madison organizes its Advisory Services around five practice areas.

Business Strategy:

Our Business Strategy practice helps develop corporate vision, strategies and action plans to develop the organization and the business. We help companies identify new markets, enhance distribution models, transform pricing models and strengthen their competitive advantages in their core markets.

Strategy Execution :

We work closely with company management to quickly and efficiently implement strategic, operational changes across all aspects of the business. Our goal is to build profitable and sustainable companies. We bring unparalleled expertise in the areas of: software development, deployment and support; enterprise sales models; enterprise pricing models; research and development strategy, process modeling and implementation; and general and administrative efficiencies. In this area we also provide world-class technology assistance in the areas of product roadmaps, technology integration assistance and the implementation of standards.

Corporate Finance:

Our Corporate Finance Group draws from some of the best minds in the business to provide restructuring, recapitalization, and equity investment structuring. This group works closely with our capital partners to implement working capital and growth financing for our clients and portfolio companies.

Corporate Development:

Our Corporate Development Group identifies potential acquisition candidates and strategic partnerships. We determine the strategic fit, initiate contact and consummate the transaction. Our team has completed over 60 transactions in the past 30 months and our experience, combined with our proprietary valuation models, allows us to minimize the time required to complete the entire process well ahead of industry norms.

Special Situations:

We understand that organizations often face difficult times in keeping the business strong. Our Special Situations practice assists corporate boards and executive management through some of the most difficult challenges. From bankruptcy expertise to turnaround management and tax advice, we deliver the talent to successfully navigate through what may seem as impossible situations.

From time-to-time, portfolio companies engage Hamilton-Madison for our advisory services.