Thematic approach; multiple ways to win
Siris’ investment approach involves targeting companies that are positioned to benefit from macroeconomic and/or market-driven tailwinds, operate within high conviction subsectors, have several value creation levers and multiple potential exit paths.
We seek companies that are positioned to benefit from macroeconomic and/or market-driven tailwinds across the tech-enabled services ecosystem, including increasing cybersecurity complexity, geopolitical uncertainty, AI-driven data demand, amongst others.
Our process involves identifying and evaluating specific subsectors across the tech-enabled services ecosystem based on the analysis of several characteristics, including but not limited to, market size and growth drivers, disruption potential, regulatory or governmental influences, and expectations for either consolidation or fragmentation.
We target companies with multiple levers through which we can drive value enhancement, including via improvements to operations, technology platforms, company strategy, market positioning and senior leadership, amongst others. Alongside our Executive Partners, who have extensive and relevant domain and operational experience, we work with our portfolio companies to align strategy and operations with business and market opportunities. We focus on driving efficiency and profitability while catalyzing organic and inorganic (via M&A) growth opportunities to help companies reach their potential.
We believe our operationally-driven value creation approach offers ‘multiple ways to win’ and can lead to an optimal outcome at exit. Siris has historically exited a majority of its investments to strategic buyers identified during initial underwriting, though exits to financial buyers and IPOs regularly present attractive, viable alternative paths.
Certain statements about Siris made by portfolio company executives herein are intended to illustrate Siris’ business relationship with such persons, including with respect to Siris’ abilities as a business partner, rather than Siris’ capabilities or expertise with respect to investment advisory services. Portfolio company executives were not compensated in connection with such statements, although they generally receive compensation and investment opportunities in connection with their portfolio company roles, and in certain cases are also owners of portfolio company securities and/or investors in Siris-sponsored vehicles. Such compensation and investments subject such individuals to potential conflicts of interest in making the statements herein. Siris does not make any representation or warranty as to the accuracy or completeness of the information contained herein and it should not be assumed that investments made in the future will be comparable in quality of performance to the investments described herein.