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Phillip Roman & Company, also known as Roman Consulting Group, is a consulting firm that specializes in buyside merger and acquisition origination and related services. Founded in 1946, the firm is currently managed by the third generation of leadership and is based in Los Angeles, California. Over the decades, it has built a reputation for its expertise in the acquisition of family and founder-owned enterprises.
The firm currently manages a portfolio that includes 20 notable investments, reflecting its commitment to supporting businesses with revenues between $20 million and $250 million. Phillip Roman & Company has established itself as a key player in the M&A landscape, providing not only capital but also strategic business development support.
Phillip Roman & Company focuses on family and founder-owned enterprises, specifically targeting those with revenues ranging from $20 million to $250 million. The firm operates across several sectors, including consumer, healthcare, industrial, business services, distribution, and logistics. This diverse sector focus allows them to leverage in-depth industry research and provide tailored acquisition search services.
In addition to conducting thorough due diligence, the firm sometimes provides equity capital to support its portfolio companies. Their investment strategy emphasizes the importance of understanding the unique challenges and opportunities faced by family-owned businesses, which informs their approach to deal structuring and post-investment involvement.
Phillip Roman & Company's portfolio includes a diverse range of companies across various sectors. Notable investments include:
Phillip Roman - Principal. Phillip Roman has extensive experience in mergers and acquisitions, having led numerous successful transactions throughout his career. His expertise lies in identifying growth opportunities for family-owned businesses.
To pitch Phillip Roman & Company, founders should use the contact form available on their website. A comprehensive pitch deck should include details about the business model, market opportunity, and financial projections. Response times may vary, but founders should expect a thorough review process.
As of October 2023, Phillip Roman & Company has not publicly announced any recent investments, exits, or fund raises. The firm continues to focus on its existing portfolio and the ongoing support of its companies.
What are Phillip Roman & Company's investment criteria?
The firm focuses on family and founder-owned enterprises with revenues between $20 million and $250 million across various sectors, including consumer, healthcare, and logistics.
How can startups apply or pitch to Phillip Roman & Company?
Startups can reach out through the contact form on their website. A detailed pitch deck outlining the business model, market opportunity, and financial projections is recommended.
What makes Phillip Roman & Company different from other investors?
The firm specializes in buyside M&A services, providing not only capital but also strategic support and industry expertise tailored to family-owned businesses.
What is the geographic scope of Phillip Roman & Company's investments?
Phillip Roman & Company primarily invests in the United States, focusing on businesses that fit their revenue and ownership criteria.
What kind of post-investment involvement can founders expect?
The firm often provides business development support and may assist with further acquisitions or operational improvements post-investment.
What is the typical check size for investments?
While specific check sizes are not disclosed, the firm typically invests in companies with revenues between $20 million and $250 million, indicating a substantial investment capacity.
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