How we do it - Sherpa Capital

You grow.

We grow.

For us, your success is also our success.

We integrate with our stakeholders and carry out our plans with determination and agility. We build close and personal relationships. With daily communication and monitoring of each process and result. This discipline of monitoring and reporting extends to our investors. Our management is characterized by a clear and adaptable methodology, offering customized solutions to the challenges of each project.

We are united in this. That’s why we are always there.

The

Together

Way

Having our own methodology, The Together Way, and 50% of the team working day-to-day with the company’s executive team, allows us to achieve the best returns. Thanks to our work process, perfected over more than 14 years, we can multiply long-term value, transforming the business model of the companies we invest in.

This is our way of working.

1 INVESTMENT

2 GROWTH

3 EXIT

SOURCING

ACQUIRE

OPTIMIZE

ACCELERATE

EXIT

1 INVESTMENT

2 GROWTH

3 EXIT

SOURCING

ACQUIRE

OPTIMIZE

ACCELERATE

EXIT

Exploring the market with a different look

Our strong networking makes it easy for us to identify Deals and opportunities that others miss at an early stage.

A comprehensive analysis model and speed in identifying key aspects of the business streamline decision making.

Our ESG policy includes excluded and avoided activities in this phase.

For over 20 years we have developed trusted relationships with an extensive network of professionals from different sectors and activities:

Public Institutions
Restructuring Administrators
Mergers and Acquisitions Advisors
Legal Advisors
Niche Boutiques
Entrepreneurs

Transforming challenges into opportunities

The teamwork of both areas, during the elaboration of the investment thesis and internal due diligence, gives us the necessary depth to evaluate the risks and opportunities, eliminating entry barriers.

Well-structured and detailed information helps to ensure the future viability of action plans.

We are agile and transparent in decision-making and offer certainty of closure.

Our investment thesis covers 4 main points:

1. Market: growth levers
a. Sector value chain
b. Business unit analysis
c. Business Unit Market Analysis

2. Value Proposition
a. Key success factors of each Market and GAP I have.
b. Competitive Position
c. Value proposition vs. current value proposition

3. Performance
a. Company process map
b. Process analysis
c. Risk vs Benefit Matrix

4. ESG
a. Scrutiny on ESG priorities

Carrying out the plans

We integrate with the investee’s team to implement the investment thesis with full involvement from day 1.

This phase is characterized by speed in the execution of transformation and growth plans, clarity of reporting and tracking of metrics for the entire Sherpa ecosystem.

100 DAYS PLAN

Communication Plan and Creation of a mixed team – Sherpa
Deployment of the plan by the Operations Team
Agile methodology for reporting systems and indicators
3 levels of Management: Weekly (Management KPIs), Monthly (Business KPIs), Quarterly (Value generation KPIs)

IMPLEMENTATION PLAN

1.Growth

Strategy (product, markets, customers, competitive model)
Efficiency (commercial sizing, channels, partners, loyalty)
Support processes (backoffice, commercial policies)
MK (benchmarking, branding, brand positioning)

2. Operational Excellence

Plant management (equipment, assets, processes and information management)
Procurement (strategies with focus on cost optimization)
Production (manufacturing, organization and maintenance)
Quality (product and service)

3. Digitization

Development of competitive advantage based on technology and innovation
Digitization of internal processes
Implementation of Data Analytics tools
Automation of industrial processes

4. Culture, talent & ESG

Leadership
Organization
Talent management
Corporate Culture
Structural and Operational Financial Stability

5. ESG

ESG value creation levers

Building for the future

We create and consolidate value and a differential business model, identifying new add-ons. We build a long-term sustainable growth plan.

Identification of additional growth levers
Inorganic growth strategies
Company integration processes with focus on operational synergies
Definition of strategic plan with focus on additional growth
ESG : Identification, measurement and reporting of ESG KPIs

We multiply the value

The Together Way is a 360º delivery model that generates high returns to our entire ecosystem:

To our investors
To the investee improving its performance
To the employees of the investee
To the sectoral niche in which it operates
To society through ESG plans
To the Sherpa team itself with a model of constant growth and learning.

Our exit process focuses on 3 key aspects:

Define 3-5 year plan for the next challenge
Total organizational capacity building for change management
ESG: Adding value in the sales process

Facts

We create value relationships, not reporting.
Our figures are not just numbers.
They are the result of our work.
They speak of how we understand the complexity of each business.
How we face challenges. We overcame them. And at what speed.

> 3x

growth in EBITDA

+ 18

Add ons

+ 34%

job creation

> 88%

of digitized processes

> 85%

of companies in internationalization processes

> 3x

growth in EBITDA

+ 18

Add ons

+ 34%

job creation

> 88%

of digitized processes

> 85%

of companies in internationalization processes

Tailor-made

Because no two companies are alike, there is no single way to implement it. We do it “ad hoc” for each one of them. We are especially quick to take their measurements. To listen. To understand. In defining and implementing a unique strategy for each one.
Our operational background allows us to develop tailored plans, ensuring scalability and business evolution.

Together

We co-create and implement action plans together with the investee’s team through a systematized methodology.

Our Operations area is structured in different levels: Operating Partner, Operating Director and Operating Manager. This multi-layer configuration, which combines different capabilities and specialties in Operations, Finance and Business, allows us to address transformation projects with greater depth and efficiency.
The relationship with our investees is also organized in 3 management levels: Weekly (management KPIs), Monthly (Business KPIs), Quarterly (value generation KPIs).

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