Our investment strategy has seven components:

  Investing in Leading Middle-Market Companies:
SunTx targets middle-market companies with a history of operating profitability that have or can build significant relative market share where they compete.

  Partnering with Proven Management Teams:
A key to SunTx’s success is partnering with proven management teams. Portfolio company managers' incentives are aligned with SunTx by investing "shoulder to shoulder" with SunTx and having the opportunity to earn equity options.

  Operational Focus for Value Creation:
SunTx believes that creating competitive advantage through operational excellence is a primary driver of enterprise value. As such, SunTx's strategy focuses on increasing revenues and cash flow of portfolio companies.

  Proactive Transaction Sourcing and Screening:
SunTx has developed a network of strategic partners and transaction sources that provide the firm early access to attractive portfolio investment opportunities. SunTx has a rigorous screening process that enables it to focus its resources on those investments we believe have the most potential.

  Creating Pre-Acquisition Operating Plans:
A principal element of SunTx's investment approach is the development of extensive pre-acquisition strategic business reviews from which post-acquisition operational and financial plans, with defined targets and measurement tools, are designed.

  Active Participation in Portfolio Companies:
SunTx prides itself on being actively involved in its portfolio companies in concert with management. From working with managers to develop strategic plans and design operating improvement tactics to serving on portfolio company boards of directors, SunTx's active role is focused on creating long-term value.

  Identifiable Exit Strategies:
SunTx identifies multiple exit options before investing in a company and actively tracks and pursues those options to realize the highest capital appreciation for investors.