Minority Stake Value Strategy

Saeed's strategy involves buying minority stakes (30-40%) in businesses where he can provide specific value while letting owners maintain control. This approach provides liquidity to owners while helping them break through growth plateaus.

Key Points:

• Investment Structure:

  • Purchase 30-40% minority stakes
  • Owners retain control of operations
  • Provides partial liquidity to current owners

• Target Criteria:

  • Businesses that have hit a plateau
  • Companies where investor can help in 2 specific ways
  • Owners want to maintain operational control

• Value Add Approach:

  • Help break through growth plateaus
  • Provide specific expertise or resources
  • Support getting to the next level while staying hands-off on daily operations

• Real World Example (Shaan's Implementation):

  • Invested in Shepherd using this model
  • Was already a customer of the business
  • Helped achieve highest 2 months of revenue in company history
  • Generated 3% return on investment in initial months
  • Projected 200% annual returns