OUR INVESTMENT PROCESS
Swaney group capital
Investing with the swaney group
At The Swaney Group, we merge thorough first hand industry insights with extensive operational expertise to transform investment opportunities into lasting value. Our disciplined strategy targets underutilized assets with potential for operational enhancements and market leadership.
Our investment process is created to pinpoint opportunities
where we can exert Dispositive operational control and effect transformational change.
See our process steps below:
Sourcing
We begin with rigorous sourcing, leveraging our deep industry connections and analytical capabilities to identify assets that fit our stringent investment criteria.
investment
decision
Our investment committee collaborates closely with industry experts to evaluate each opportunity, ensuring alignment with our strategic objectives and potential for substantial EBITDA growth.
value
creation
Post-acquisition, we deploy our Swaney Group Operating System (SGOS) to implement strategic initiatives that drive operational efficiency, innovation, and market expansion.
ongoing management
Our team remains deeply involved through continuous monitoring and support, ensuring each asset achieves its full potential and aligns with our long-term investment goals.
Case Studies:
Explore our track record of success through these detailed case studies. Each story exemplifies how The Swaney Group Capital’s strategic investment process and ongoing management practices translate into substantial growth and value creation for our investments and stakeholders.
Manufacturing Efficiency Improvement
Focused investment on operational efficiencies and market expansion for a mid-sized manufacturer resulted in a 50% increase in production capacity and a 40% reduction in operational costs.
Key Achievements:
Reduction in lead times by 25%.
Introduction of sustainable manufacturing practices reducing waste by 30%.
Strengthened market position through strategic partnerships.
ROUTE-BASED INDUSTRIAL SERVICES - LEAD OPERATING PARTNER
Value creation plan focused on reconstructing, launching an inside sales team, and implementing SGOS field force effectiveness playbook. These efforts resulted in significant operational and financial improvements.
Key Achievements:
Added $65M in EBITDA.
Reduced defect rate by 40%.
Increased contract length by 1.7 years and gross margin by 1100 basis points.
PHARMACEUTICAL MANUFACTURING TRANSFORMATION - LEAD OPERATING PARTNER
Implementation of the SGOS Operational Excellence (OpEx) system, along with the formation of customer-centric teams and RapidChange product transitions, led to substantial capacity and margin improvements.
Key Achievements:
Added 37% manufacturing capacity with zero CAPEX investment.
Improved margin by 650 basis points through enhanced contracting and key account management.
Absorbed 53% more product complexity without reducing capacity.
