BUILDING ENDURING BUSINESSES

THROUGH INSIGHT, STRATEGY, AND FOCUS

At Broad Sky, we apply a thematic lens to the sectors we have immersed ourselves in for decades.

New technologies. Shifting customer behavior. Industry convergence.

We study the key forces reshaping demand across the business services and consumer landscapes and partner with companies with the greatest potential to take advantage of the opportunities these transformations create.

The accelerating pace of change brings an abundance of growth opportunities for middle market companies.

Strategy

To capitalize on opportunities, companies need a new set of tools, resources, and thought partners to evolve their business models to navigate and thrive during their next stage of growth.

By understanding the trends shaping our sectors, Broad Sky builds strategies that target companies with high potential to benefit from technology evolution, digital transformation, and data-driven approaches.

Business Strategy

BUSINESS SERVICES

The accelerated use of technology, increased digitization, shift to hybrid working, improved data security, supply chain innovations, and universal focus around ESG impact will be key drivers of business for the long term. All of these trends have created an opportunity for middle market companies as they reconfigure and transform their businesses.

The business services subsectors we invest in:
  • Mobility Services
  • Professional Services
  • Technology Services
  • Marketing, Data & Information Services
  • Value-Added Distribution
  • Industrial Services
Consumer Strategy

CONSUMER

Middle market consumer businesses are at the crossroads of many significant demographic trends. The generational shift in consumer needs, changing purchase behaviors, and a more multicultural society are accelerating product and supply chain innovation.

The consumer subsectors we invest in:
  • Residential Services
  • Multi-unit and Franchised Services
  • Auto Aftermarket
  • Food & Ingredients
  • Animal Health & Pet
  • Consumer Health & Wellness

INVESTMENT ATTRIBUTES

We seek to invest in leading businesses with several of the following attributes.

INVESTMENT CRITERIA

A MODERN APPROACH
TO VALUE CREATION

Broad Sky is reimagining ways to create value.

Driving growth in a highly dynamic marketplace requires different tools, strategies and skills to channel the power of data-driven insights, capitalize on digital opportunities, and evolve sustainable business practices.

That’s why we are building a modern value creation ecosystem. We have developed a proprietary value creation playbook for our portfolio investments and have the right team in place to accelerate value creation from day one. Our comprehensive, interactive playbook provides best practice tools, frameworks, and strategies to accelerate the pace of progress on critical topics for the middle market.

Broad Sky’s dedicated Portfolio Resource Group is comprised of seasoned executives and experts who work in lockstep with our investment team and company management to plan and execute ambitious growth strategies.

BSP Playbook