Strategy
Our Game Plan
Methodology
Home Plate’s strategy and process are the culmination of over 100 years of combined experience in venture, private equity investing, mergers & acquisitions advisory services, equity research, investment banking, and senior management. Collectively, our sponsors, board members and advisors have sat on numerous public and private company boards, while sourcing and providing diligence for a variety of transactions. Two have led successful public offerings as Chief Executive Officers.
Our Team’s extensive experience differentiates Home Plate and enables us to contribute meaningfully across the core skills needed for a successful SPAC, including:
Deal Flow & Screening
• We possess proprietary deal sourcing channels across the FinTech and Embedded Finance landscape, putting us in contact with a plethora of corporate leaders and highly experienced investors at various ends of the spectrum.
• These relationships derive from decades spent operating businesses, investing in private and public firms, advising managements on transactions, sitting on boards of companies, and researching investment ideas.
• We source opportunities from these broad networks and historical partnerships as well as from proactive diligence on investment themes and ideas.
Process
• We have deep experience analyzing fundamentals, valuation and risk adjusted returns to ensure that we target investments with appropriately priced operational and execution risk.
• We also seek specialized support from respected industry experts and consultants in target sectors.
Execution
• Together with our board and advisors, we bring extensive transaction and deal structuring expertise.
Value-Add
• Our diverse backgrounds as investors, research analysts, advisors and company operators enable us to add value for management as they execute on their journey, including future needs related to capital, M&A and strategy.
Robust Diligence Process
Our diligence process is robust with the goal of long-term share price appreciation.
Goal: Long-term
Share Price Appreciation
Impactful Combination
Our focus, experience, and tested principles will enable us to generate compelling shareholder value through an impactful business combination.
Strategic
Focus
• High-Growth
• Strong Profitability
• Competitive Moats
Deep Experience
• Private Company Networks
• Public Market Insights
• Investment Expertise
• Operational Proficiency
Tested Principles
• Appropriate Size and Valuation
• Robust Growth
• Clearly Monetizable Product
• Competitive Barriers
• Catalysts & Path to Profitability
• Benefits from our Capital/Expertise
• Sound Internal Processes
• Management Readiness
Investment Criteria
Home Plate will target growth equity opportunities where our collective expertise, relationships, and access to capital can significantly enhance the chances of success for an acquired Company. Though no single criterion will determine whether or not we pursue a business combination, we have identified the guidelines below for evaluating prospective targets. We will focus on companies that:
