Strategy


 

Blum Capital has consistently pursued its corporate investing strategy since the firm’s INCEPTION in 1975.

For over forty years, we have applied our investment strategy focusing on small- and mid-capitalization companies to source strategic block and control investments and subsequently work with the managements and boards of directors to increase shareholder value.  Over time, we have invested more than $10 billion of equity capital and demonstrated a proven ability to play a constructive, active role in unlocking value from our portfolio companies through the implementation of financial, operational, and governance initiatives.

We are most frequently a minority investor and are often one of the first sources of institutional capital in the companies in which we invest.  We look for passionate leadership teams and particularly like to invest in entrepreneur owned and led businesses in industries offering a high potential return on invested capital.  Blum Capital has developed a reputation for being a desirable partner with our portfolio companies.  The firm has built an extensive network of CEOs and board members who can attest to our ability to work with managements and boards of directors to achieve positive outcomes in a constructive fashion.