> 88%
of digitized processes
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
BOOST
EXIT
1 INVESTMENT
2 GROWTH
3 EXIT
SOURCING
1
ACQUIRE
2
OPTIMIZE
3
BOOST
4
EXIT
5
Exploring the market with a different look
Nuestro sólido networking nos facilita identificar Deals y oportunidades que otros no ven en una etapa temprana.
Un modelo exhaustivo de análisis y la velocidad en la identificación de aspectos clave del negocio agilizan la toma de decisiones.
Nuestra política de ESG recoge actividades excluidas y evitadas en esta fase.
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
El trabajo en equipo de ambas áreas, durante la elaboración de la tesis de inversión y Due Interna, nos da la profundidad necesaria para poder evaluar los riesgos y las oportunidades eliminando las barreras de entrada.
Una información bien estructurada y detallada ayuda a asegurar la viabilidad futura de los planes de acción.
Somos ágiles y transparentes en la toma de decisiones y ofrecemos certidumbre de cierre.
Our investment thesis covers 4 main points:
1. Mercado: palancas de crecimiento
a. Cadena de valor sectorial
b. Análisis de unidades de negocio
c. Business Unit Market Analysis
2. Propuesta de Valor
a. Factores clave de éxito de cada Mercado y GAP que tengo
b. Posición competitiva
c. Value proposition vs. current value proposition
3. Performance
a. Mapa de procesos de la compañía
b. Análisis de los procesos
c. Risk vs Benefit Matrix
4. ESG
a. Escrutinio sobre prioridades ESG
Carrying out the plans
Nos integramos con el equipo de la participada para implementar la tesis de inversión con una implicación total desde el día 1.
Esta fase se caracteriza por la rapidez en la ejecución de los planes de transformación y crecimiento, la claridad de la información y el seguimiento de indicadores para todo el ecosistema Sherpa.
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. 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
> 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. En definir y aplicar una estrategia única para cada una.
Nuestro background operacional nos permite desarrollar planes adaptados, garantizando la escalabilidad y evolución del negocio.
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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