Overview

The Monarch Group is a Single Family Office Holding Company that actively manages its investment portfolio; serves in leadership roles for select portfolio firms; and provides consulting services to PEs and SMBs with regard to their B2B or B2C market and operational initiatives. PRIVATE EQUITY INVESTMENTS AND DIRECT PURCHASE OF BUSINESSES We specialize in small and medium-sized companies that generate EBITDA between $1M and $3M. The Monarch Group conducts commercial due diligence; delivers in-depth market analysis; and facilitates complex M&A transactions. SIGNIFICANT “HANDS-ON” OPERATIONAL EXPERIENCE At its core, we provide strategic guidance and deliver tactical plans to reformulate growth strategies, scale businesses, develop successful exit schemes, and generate significant EBITDA improvement. We are engaged operators with a proven record of success across a diverse range of industries. AREAS OF EXPERIENCE • Size | Type of Organization: F500 | SMB | PE-backed | Privately-held | Franchises • Multi-disciplined Skills: Operations | Finance | Marketing | Business Development | Private Intelligence • M&A Due Diligence and Integration: Sourcing Deal Partners | Contracts | Optimization • Governance, Oversight, Compliance: Risk Management and Mitigation AREAS OF EXPERTISE • SaaS Solutions | Outsourcing | Digital Transformation | eCommerce • Turnarounds | New Market Entry | Profitable Portfolio Growth | Value Creation | Buyouts • GTM Strategy and Execution | B2B and B2C | Client Segmentation | Marketing Metrics • Organizational Restructure | Lean Principles | High-Performance Teams • Business Development | Customer Care | Partner Engagement | Vendor Management