Nautical is an investment holding and management operating syndication that provides value to opportunities and situations of engagement where the goal is to maximize and realize strategic value-initiatives, with a high level of engagement, influence, and control. In calendar 2024, consolidated revenues exceeded $100mm across all segments, which include industrial & commercial services and manufacturing.
By combining expertise and experience in both operational and financial aspects across of a range of situations and mandates, Nautical is able to be a single partner for stakeholders.
Since Nautical’s founding, results have been generated in over 10 mandates, resulting in over $58.1mm of value - in a wide range of industries and situations, including buyouts, takeovers, corporate restructurings & recapitalizations, corporate turnarounds, platform bolt-on acquisitions, and convertible debt.
What We Do
Nautical engages with opportunities that generally provide the following characteristics:
Core interests remain aligned through ownership and direct incentive;
Core experts and determined key-persons remain heavily vested with active roles;
Relatively minimal direct capital exposure;
Optionality of ownership transition in a strategic, relatively risk-free, way;
Value-add (including restructuring and takeover) ability through active ownership;
Direct or indirect control and influence.
By utilizing various partnership structures to cost effectively capture economies of scale and cost consolidation, leveraging existing networks of capital, resources, and contacts, and optimizing operational processes and procedures while providing various levels of support to allow individuals to focus exclusively on core competencies, we are a valued partner in developing businesses into market-leaders.
Strategy
Nautical employs a multi-strategy approach involving private equity (including corporate takeovers and traditional buyouts), distressed securities (including corporate restructurings and turnarounds), and debt (including recapitalizations), which, without limitation, includes:
Equity Enhancement
Equity Protection
Debt Extraction
Shareholder Value Realization
Performance Optimization
From time to time, Nautical may establish special purpose vehicles, partnerships, joint ventures, or strategic alliances, for participating, investing in, and developing opportunities.
Generally, Nautical seeks opportunities where capital value and protection against risk can be driven by manual efforts, with clearly defined optionality and high asymmetry between risk and reward. These are situations in which Nautical can control directly or indirectly, through a combination of Board representation, ownership, contractual relationships, and influence through capital incentives.
Due to the often complex, sensitive, and dynamic, nature of the situation, Nautical utilizes extensive hands-on strategies that involve management team development, risk-management frameworks, compliance procedures, negotiation, operational process/structure, legal positioning, and other tools, that are designed specifically to be a force in realizing specific stakeholder value.
Market
Nautical operates actively in a range of diversified industries and situations. However, the markets we pursue all have the same 3 core features and opportunities, which are:
Large Market
Consolidation Opportunity
Benefit of Scale
Approach
Nautical’s value creation is centered around taking a flexible and creative approach to embrace complexity and identify compelling opportunities to build stronger businesses. By adapting and applying our overall best-practices principles across organizations in a tailored way, we lead and support unique value creation initiatives with each company.
Our approach, combined with our diversified industry experience and wide-ranging situational exposure, in both financial and operational capacities, allows Nautical to be a single partner for companies and their stakeholders to achieve their unique goals.
Governance
Installation of proper governance structures, procedures, and mandates, to provide risk control, accountability, and guidance.
Talent Management
Inserting industry experts to drive performance and execute strategic initiatives to gain market share, while building optimal team structures and developing existing teams.
Quality Management
Development and implementation of Quality Management, Quality Control, and Quality Assurance, systems to streamline operating procedures and to optimize operations for efficiency and continuous improvement.
Analytics
Leveraging experience and knowledge bases, in combination with data intelligence tools, to provide unique and valuable insights on performance drivers and risk factors.
Technological Transformation
Supporting technological transformation by endorsing innovative improvements to increase productivity, efficiency, and scale.
Other Support
Leading strategic M&A initiatives of platform entities, business development execution, and cost consolidation support related to accounting, finance, and legal.
Governance
Nautical is committed to advancing effective and strong corporate governance across all mandates and involvements.
Nautical has developed, implemented, and evolved, effective corporate governance structures across a range of entities, structures, and situations.
Our commitment to responsible oversight remains a core component of our decision-making process to ensure cost control, efficiency, and accountability.
At it’s core, effective governance institutes:
Efficient communication throughout the organization(s)
Development and maintenance of optimized operating procedures
Providing core business strategy
Establishment of core accountability
Promoting leadership and talent development
Overall, proper governance allows Nautical to re-shape culture within organizations - with a focus on creating new levels of individual performance through 3 primary areas:
Pace
Intensity
In addition to our operating entities and their own Board, Nautical employs a consistent governance mandate across our various non-Board relationships, Limited Partnerships, holding company subsidiaries, and all other structures.
This includes:
Establishing Investment Committees
Establishing Advisory Boards
Establishing Executive Support Teams
These independent groups, among other things, support, advise, and govern, overall management, strategic decisions, capital raising initiatives, talent management, and value creation plans.
In select situations, the various Committees, Boards, and Support Teams, may provide cross-functional input in cases where there is the ability to leverage expertise, insights, and experience.