Bilgola Capital

Overview

Bilgola Capital is a private equity firm that invests its committed capital in small dynamic companies with fundamentally strong business models and led by ambitious and professional management teams. The firm works closely with management to help them accelerate growth and build operating profits, providing long-term patient capital to build companies with sustainable enterprise value. Bilgola Capital focuses on companies with EBITDA between $1,000,000 and $4,000,000 and enterprise values generally less than $20 million. The firm targets sectors including business services, information services, financial services, and healthcare services. Ideal investment characteristics include scalable business models, sustainable competitive differentiation, limited customer concentration, and a majority of revenue from recurring sources. Bilgola Capital is led by its founder, George Ferris, who has extensive experience in financial and general management, mergers and acquisitions, and strategic corporate initiatives. Prior to founding Bilgola Capital, George served as Chief Financial Officer and member of the Board of Directors of Louis Dreyfus Highbridge Energy. He was also an investment banker with Merrill Lynch and Goldman Sachs in New York and with Macquarie Bank in Australia. Bilgola Capital's investment criteria include making acquisitions or growth capital investments in companies generating mostly recurring sources of revenue. The firm is particularly interested in early-stage, hyper-growth technology companies, typically SaaS companies, and growing companies generating EBITDA of between $1-4 million and enterprise values less than $20 million. The firm is generally less interested in companies that are highly capital intensive, turnaround situations, or B2C companies. Bilgola Capital's portfolio companies include Weaved. The firm's team is supplemented by respected entrepreneurs and executives who serve as advisors and directors to the firm's investments. Bilgola Capital's investment philosophy emphasizes working closely with management teams to accelerate growth and build operating profits. The firm provides long-term patient capital and seeks to build companies with sustainable enterprise value. The firm's investments are characterized by a focus on companies with scalable business models, sustainable competitive differentiation, limited customer concentration, and a majority of revenue from recurring sources.

Investment Focus

• Scalable business model
• Sustainable competitive differentiation
• Limited customer concentration
• Majority of revenue from recurring sources
• Attractive future organic and acquisition growth opportunities
• Low capital expenditure requirements
• Strong return on equity

Portfolio Companies