Investment Strategy

Scorpion’s investment strategy focuses on three types of transactions: (i) traditional management buyouts, (ii) later-stage growth capital – both minority and control, and (iii) private investments in public entities (PIPEs).  Scorpion looks to invest in a wide range of companies at the lower end of the middle market, which we believe presents the most interesting investment opportunities as it is the most underserved sector of the private equity market.  These investment opportunities typically arise from the principals’ extensive network of personal and professional contacts, including executives from previous investments, lawyers, accountants and investment bankers serving the middle market. 

Scorpion’s investment process begins with an exceptional management team and a well thought-out business plan.  Since our focus is at the lower end of the middle market, we often work closely with management to fine-tune their business plans and financial models.

Scorpion will occasionally co-invest with other private equity firms in transactions that we do not originate where there is a strategic rationale, such as an industry where we have previously invested.