Operating Perspective

Platform takes its role as a value-added partner to management very seriously.

Fred Lummis, our Chairman, has served as CEO of several private companies, including American Tower Corporation and Advantage Outdoor Company and as interim CEO of Cardtronics, all successful investments in-line with Platform’s strategy. This operational experience helps us to understand both the challenges and the opportunities that management teams face in building their companies. We do not interfere, but we take an active role in supporting our portfolio companies and executives.

We work hard to be helpful to management teams and take a long-term approach to building equity value. We seek to be a value-added partner to portfolio company management with a team approach to decision making and strategy. We act as a sounding board for managers and we do our best to help grow the business, while allowing management to focus on running the day to day operations. Often times, we source and help execute add-on acquisitions, we act as a point of contact with lenders, legal and tax advisors, and we help recruit complimentary additions to the management team. We also have strong relationships with numerous debt financing sources that can provide financing for add-on acquisitions and growth initiatives.

Our expertise and capital can provide:

  • Liquidity to existing owners and managers, while allowing for continuing ownership
  • Outside capital to grow your business organically and through acquisition
  • A network of talented business executives, advisors, third-party financing sources, etc.
  • A strategic partner willing to take an active role to help grow your company

We believe we are, first and foremost, partners with our management teams.