Posted on: December 21, 2016
BOSTON, MASSACHUSETTS – Method Advisors is pleased to announce that Jeffrey Sung will resume his role as Partner, contributing to the firm’s investment and business development efforts. As a founding member of the firm, Jeffrey participated in the marketing and management of the firm’s initial fund.
“As an integral member of Method Advisors’ founding team, Jeff brings tremendous value to the firm,” remarked Managing Partner Chris Welch. “The addition of his extensive investment experience and deeply cultivated network is a well-timed, strategic step in expanding our firm’s growth efforts. We are thrilled to have Jeff returning to the team.”
Jeffrey Sung has built an extensive and seasoned investment career over the past 20 years. He has a multifaceted perspective of the investment management industry, including time as a consultant with Meketa Investment Group. Jeffrey received an MBA from the Darden Graduate School of Business at the University of Virginia, and an undergraduate degree from Cornell University. He also holds the Chartered Financial Analyst designation.
Based in Boston, Method Advisors has specialized in delivering access to small, growth-oriented private fund managers through a series of fund of funds and customized investment advisory solutions since its inception in 2007.
Posted on: October 04, 2016
Another portfolio company of Method Advisors is scheduled for its IPO on October 6th. Coupa Software, Inc. (NASDAQ: COUP) is a cloud-based spend management software company located in San Mateo, California, that initially sought an IPO in an effort to increase visibility amid a trove of big-name competitors, such as SAP and Oracle. With the scarcity of technology IPOs in 2016, Coupa hopes to follow in the footsteps of Nutanix, which soared 131% on its debut after pricing above its anticipated range.
Posted on: September 27, 2016
Nutanix Inc. (NASDAQ: NTNX), a portfolio company of Method Advisors, plans to offer 14 million shares in its IPO scheduled for Friday, September 29th. Nutanix provides an enterprise cloud platform that converges servers, storage resources, and virtualization software into one integrated solution for its roster of clients that includes Honda, eBay, Best Buy, and Aflac. After initially filing IPO registration plans in late 2015, with the intent to become public early this year, Nutanix held back its offering due to weak IPO market conditions. The IPO market has since rebounded, after hitting a seven-year low in the first quarter.
Posted on: November 18, 2015
Method Advisors portfolio company Square, Inc. (NYSE: SQ) today announced the pricing of its initial public offering of common stock. The shares are to begin trading on the New York Stock Exchange on November 19, 2015. Square creates tools that help sellers of all sizes start, run, and grow their businesses. Square's point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory, to real-time analytics and invoicing. Square also offers sellers financial and marketing services, including small business financing and customer engagement tools.
Posted on: October 22, 2014
Method Advisors is seeking co-investment opportunities from small market sponsors on behalf of our funds and other advisory clients. The co-investment program targets small buyout, private debt, venture capital, and growth capital transactions, in amounts between $2 million and $10 million.
These co-investment opportunities should have a strong market position and significant growth potential. Method Advisors only invests alongside sponsors with a proven track record of value creation and expertise in the relevant sector. In addition, the firm seeks to establish long-term relationships as an active co-investor and/or limited partner.
"Method Advisors understands the complexity of the sponsor's deal process and works seamlessly alongside the lead partner. Our approach is to be reliable, fast and supportive - never a hindrance. While our program is selective, our decisions are made quickly. We take great pride in making good decisions for our investors and serving as a true partner to the lead sponsor," said Eric Stewart, Managing Partner.
If you are a sponsor with a co-investment opportunity, please contact us at firstname.lastname@example.org.
About Method Advisors
Founded in 2007, Method Advisors is a small-market private equity and growth advisory firm based in Boston, offering specialized fund of funds, co-investments, separate accounts, and advisory services to institutional and high net worth investors. Method Advisors focuses on growth-oriented funds with under $350 million in capital commitments, across private equity, private debt, and venture capital strategies.
Posted on: July 10, 2014
Method Advisors has been confirmed as a speaker at Thomson Reuters’ PartnerConnect: The LP-GP Summit, taking place September 18-19 at the Waldorf Astoria in New York City. The conference will have over 400 Limited Partners and other senior leaders from the private equity and venture communities in attendance. To learn more, visit http://www.partnerconnectevents.com/events/lp_gp_summit_2014/
Posted on: June 22, 2014
Small market private equity investing offers the potential for superior returns, due to a less competitive and relatively inefficient market environment. The rationale for a small market private equity premium is a simple one: historically, investors have been able to purchase smaller companies at a lower multiple of annual earnings. Later, after a company has undergone management, organizational, financial, and operational enhancements, and is readied for its eventual sale, investors can take advantage of higher purchase price multiples in the more competitive market for larger firms. The phenomenon of buying a relatively small company at a discount, improving it over time, then selling it at a premium in the larger and more competitive market, is sometimes referred to as “multiple arbitrage.”
A sale to a private equity firm often signifies an inflection point in the growth cycle of a small company, representing a transition from entrepreneurial ownership to professional management and outside investors. These companies are often at a point in their life cycle when outside expertise is necessary to continue to grow the company. Further, transactions in the small market are often driven by fundamental life events experienced by the owners of small private companies (e.g. death, divorce and intergenerational transfers). These factors will likely continue to contribute to the ongoing robust opportunity set in the small market.
Further, the interests of the managers of small market private equity funds are well aligned with those of their investors. Large and “mega” private equity funds are able to amass a staggering windfall of profits from management fees alone, whether or not they produce strong performance. In contrast, managers of smaller funds are theoretically driven to produce strong performance to participate in performance incentive fees, as management fees alone are less significant.
Posted on: June 20, 2014
An SBIC mezzanine debt fund backed by Method Advisors recently completed the fund’s first two realizations, exiting a provider of software focused on the exchange of records between patients and providers, and a company that sells lighting products via catalog, internet and retail channels. The latter investment returned more than four times the amount of the original investment, an extraordinary return for a mezzanine debt fund. These realizations resulted in a sizable distribution to Method Advisors’ Limited Partners.
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