A trusted partner to business owners

Trust and competence matters in business. Since our founding in 1986, the McCarthy organization has been a trusted partner to owners and entrepreneurs in more than 45 private companies. We value our relationships with management teams who look to us for support and resources.

Why partner with us?

Partnership focus

  • We are a dedicated partner to our portfolio companies and support management by providing a broad base of experience and strategic resources

  • We have a deep network of industry executives and experts who are willing to get involved in supporting portfolio company management

Alignment

  • Our preference is to invest in common equity alongside management teams

  • We partner exclusively with management-owned businesses and we only invest when we have alignment with operating managers through ownership

  • Our investment team has significant capital at risk in the firm’s investment funds, demonstrating our strong belief in alignment

Long-term perspective

  • We invest with a long-term perspective and we prefer longer hold periods

  • With patient capital, we have flexibility and time to execute growth strategies

  • We prefer continued growth over arbitrary deadlines and we collaborate with management on exit timing and planning

Flexibility

  • We are flexible on transaction structuring and are willing to be minority, non-control investors

  • We are comfortable in a substantial minority position because we believe alignment with management through ownership facilitates strong partnerships and better outcomes

  • Our capital is typically used to fund growth initiatives, address partial shareholder liquidity needs or support acquisition opportunities

Growth-oriented

  • We have a proven, value-added approach to drive growth that includes a focus on organizational development, product and service expansion, sales strategy and various acquisition and inorganic initiatives

  • Our capital is used to fund growth initiatives, address partial shareholder liquidity needs or support acquisition opportunities

Strong history

  • Our team has a wide variety of backgrounds and substantial investment experience in numerous industries and situations

  • We have deep experience investing in the following industries: business services, including: technology-enabled business services (SaaS, software and IT services), value-added resellers, and technology, media and communications; financial services; and consumer products

Limited financial leverage

  • We view financial leverage cautiously and we focus on value creation through growth

  • With our low-leverage model, portfolio companies can pursue growth without substantial restrictions from covenants or mandatory payments

  • We don’t charge consulting fees to our portfolio companies

Stewardship

  • We have a proven record of being a value-added partner given our experience, resources and relationships while preserving the culture and legacy of the founders

Investor base

  • We have a diverse and long-tenured limited partner base with a foundation of sophisticated institutions that have entrusted us with ever increasing levels of capital