Value Creation & Exit Strategy
Updated: Feb 3
•Operational Upside: Roll‑ups and consolidation, shared services, procurement scale, governance upgrades, and digital modernization.
•Capital Structure: Conservative leverage, with flexibility to layer mezzanine or bridge financing from a related debt fund.
•Exit Pathways: Long‑term exits via strategic buyers, recapitalizations, or regional consolidators, supported by predictable EBITDA growth and improved institutional optics.
•Investor Impact: Capture valuation discounts, generate strong risk‑adjusted returns, and reinforce Puerto Rico’s economic backbone through institutional transformation.
Conclusion
Value Creation Strategy
Value is driven through hands-on operational improvement, including:
Implementation of modern financial and operating systems
Inventory, routing, and working-capital optimization
Margin improvement through pricing and SKU rationalization
Add-on acquisitions to increase scale and density
Professionalization of management and governance
The goal is to transform founder-run businesses into institutional-quality platforms.



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