Process

Garcia Trujillo works with entrepreneurs, Fortune 500 companies and MBEs as we seek new portfolio candidates. Through our investments and our active involvement with our portfolio companies, we help them develop their strategic visions, execute their business plans and achieve sustainable revenue and profit growth.

For entrepreneurs and companies that would like to be considered for funding, we employ the following approach:

What do we look for in a portfolio company? We typically invest in markets and industry sectors we understand: Hispanic Market Expansion opportunities and/or Minority Business Enterprises (MBEs). We look for business plans with the potential for rapid growth in addressable markets of at least $100 million. While we look for strong, aggressive teams with a rational approach to the opportunities they are pursuing, our hands-on investment style enables us to work with promising teams and ideas in the early stages of development.

We may achieve its investment objectives by investing in a variety of transactions, including:

  1. Growth Situations, where MBEs or companies that target the U.S. Hispanic market and have built strong products or service platforms foresee increasing customer demand and require growth capital to expand geographically, accelerate marketing or development activities or fund working capital needs.
  2. Industry consolidations, in which a new company is formed or a growing company is led by an accomplished management team that intends to expand the company through acquisitions, thereby developing a regional or national platform.
  3. Middle market leveraged buyouts or management buyouts, where a conglomerate or a family owns a profitable and scalable MBE business or caters to the U.S. Hispanic Domestic Emerging Market, but does not have the skills, capital or desire to aggressively expand to reach its potential market.
  4. Joint Ventures with Latin American companies that have strong brands or successful business models and already have expanded successfully in the U.S. but lack the capital and U.S. know-how to expand further within the U.S. Hispanic Domestic Emerging Market.

How do we work? We typically take a lead position with portfolio companies, supporting the management team as a constructive and responsible member of the company’s board of directors. Additionally, we may take key line management roles to immerse ourselves in the business and provide hands-on leadership. Because of this approach, we function as close partners and are always available to provide guidance on hiring key employees, strategic planning, market positioning and managing finances and operations.