OUR PROCESS

OUR METHODOLOGY
AND PLAYBOOK

ASH Methodology

Value Throughout the
Investment Process

ASH Playbook

The ASH Playbook is built on decades of operating and investing experience with a focus on growing the intrinsic value of businesses

  • Finding investment opportunities. Our reputation, experience, and network provide us good deal flow and enable us to uncover otherwise hidden opportunities
  • Rigorous selection process. ASH has a methodical selection process for investments designed to ensure we allocate capital to firms with great people, delighted customers, a differentiated and defensible moat, and robust return potential
  • Reasonable entry price. When convinced ASH can add value to their businesses, some existing shareholders and management teams are more willing to roll-over significant capital and remain involved, providing continuity and confidence for the business, and creating the opportunity to compete for acquisitions on more than price alone
  • Tested playbook. ASH team members have more than three decades of experience adding value to businesses we own or manage (more on this on the next slide); Proprietary tools to be leveraged across portcos to improve utilization, pricing, overhead, and profits
  • Intentional outcomes. The ASH exit approach is supported by patient capital and a modest use of debt which removes any unnecessary urgency around exiting businesses. When it is time to exit, our knowledge of the space ensures we have the right buyers in the mix and that we are positioning the company to maximize LP returns

ASH Playbook

The ASH Playbook is built on decades of operating and investing experience with a focus on growing the intrinsic value of businesses

  • Build partnerships with management and help them identify their company’s secret sauce, enabling them to strengthen their moat and create/enhance a successful flywheel
  • Instill a measurable, data-driven strategy that can improve the sustainability of a business and ensure an environment of accountability is in place
    Ensure infrastructure/toolkit is in place across DS portcos to drive efficiency, improve decision making, and optimize gross margin expansion through pricing analytics
  • Enhance employee engagement systems and institute practices to ensure we attract and retain the best talent, that we are the employer of choice. This incudes using and/or creating compensation and equity plans, career paths, communities (skills internally and mission programs externally), and a positive culture
  • Inculcate client satisfaction system and administrative practices (e.g., value tracking, annual contracts vs project-based engagements) designed to nurture a raving fan base of clients which increases revenue predictability, bolsters long-term partnerships and reoccurring revenue, drives expansion, and reduces/eliminates non-strategic, lower-margin services
  • Leverage ASH network to add new clients, diversify revenue streams, and build management teams to help each firm scale

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Nothing on this website is intended, or considered, to be investment, accounting, tax or legal advice. This website is intended solely to provide general information regarding ASH Ventures LLC. ASH Ventures does not solicit or make its services available to the general public. Under no circumstances should any information provided on this website be used or considered as an offer to sell, or a solicitation of an offer to buy, any security(ies). Although this website may include investment-related information, nothing on this website is a recommendation that you purchase, sell or hold any security(ies) or other investment, or that you pursue any investment style or strategy. ASH Ventures does not guarantee, and cannot be held liable for, the accuracy or timeliness of information on this website. ASH Ventures may change the information on this website at any time without notice. ASH Ventures is not responsible for the content of any other website from which you may have accessed this website and cannot be held liable for any loss or damage you incur as a result thereof.