Portfolio

OUR PORTFOLIO

Meet the businesses we're proud to partner with across North America. Browse our portfolio, supporting legacy-minded founders in protecting what they've built and growing what comes next.

OWT Global

C5ISR, UAS, UTM, Air Traffic Control services for government and commercial customers worldwide.

Healthcare Horizon

Healthcare claims auditing and analytics platform helping organizations optimize revenue integrity.

Better Trucks | Uber Freight

Regional last-mile parcel carrier providing next-day delivery services across North America.

DRG Tech Solutions

Electric infrastructure services supporting critical power systems and utility modernization projects.

Disaster Resources Group

Utility services restoration and emergency response supporting communities during critical infrastructure recovery.

FUZ Logistics

Global freight services connecting businesses with reliable transportation and logistics solutions worldwide.

Hibernia Logistics

Freight forwarder helping companies transition logistics operations with comprehensive supply chain solutions.

PORTFOLIO: Venture

VITALIZE VC

Early-stage WorkTech fund investing in founders transforming the future of work and workplace technology.

81 Collection

Early-stage fund supporting founders in the real economy building essential businesses and infrastructure.

PORTFOLIO: Angel Investments

Irish Angels

Notre Dame investor network connecting alumni entrepreneurs with capital and mentorship opportunities.

TeamSense

Text-based attendance and communication tool helping hourly workforce managers streamline operations.

Trading View

Charting and analysis tools empowering traders and investors with advanced market visualization.

Alembic

AI marketing intelligence platform helping brands measure and optimize their marketing effectiveness.

WHAT WE ARE LOOKING FOR

There are 12 million small businesses owned by baby boomers in the United States. Experts estimate that millions of these businesses will close or change hands over the next decade. For founders, this presents an obvious opportunity for liquidity, but also a tricky transition. Not surprisingly, many founders grapple with this transition: A 2016 survey of small businesses in the United States found that 72% of owners do not have an exit plan, with 54% intending to leave within 10 years. A failure to appropriately plan and execute this transition could cost entrepreneurs dearly.

Factorial was founded to address this opportunity. We partner with legacy-minded entrepreneurs to do three things: develop an appropriate transition strategy, unlock value in their businesses, and maximize value for all stakeholders.

OUR GUIDING PRINCIPLES

OUR PROCESS
EXPLORES THE PATHS THAT WORK FOR EVERYONE.

This process was born out of our recognition that the traditional private equity approach and process wasn’t ideally suited to many business transitions. We believe there is a better, more collaborative approach that would satisfy the ambitions and hopes of the various stakeholders.

We’ve successfully operated and transitioned family businesses, and we understand the need to have a high level of empathy for all employees. Our process is driven by an initial deep dive to understand the fundamentals of each business, its people, and the goals of the owner. This in-depth understanding will drive a collaborative decision as to whether there's an opportunity to work toward a shared vision of growth.

We're keen
On identifying opportunities.

We collectively examine whether Factorial's experience, networks, and capital would be catalysts to provide the owner(s) an opportunity to:

· Enhance the existing value of the business;

· Successfully transition a legacy-minded owner out of the business;

· Protect the integrity of its brand enhance existing customer and vendor relationships; and

· Create an environment for employees to thrive and/or stay involved in the business to explore new strategies, products and services that would create additional value in the marketplace.