Our Approach

Appian brings significant experience to the table with a focus on collaborating with our management teams to drive significant growth over the long-term

Experience

  • Our team has over 50 years of combined experience, from both a financial and operational perspective

  • Involved in over 20 acquisitions / growth capital investments

  • Invested over $200 million of capital

  • Director of 3 large PE-backed companies

  • CEO of a middle market company

  • CFO of a $150 million revenue company

  • Specialist in M&A post-close operations for a global consulting firm

  • Worked for multiple leading investment banks and consulting firms

Senior-level attention

  • Our management teams work directly with the Appian team throughout the life of the investment

  • We do not pass our companies off to junior staff

Hands-on, focused portfolio

  • Appian will only have 5-6 portfolio companies at a time

  • This allows us to spend meaningful time, attention and resources on each company

  • Our companies can leverage the experience of our principals, board members and advisors to implement effective operational changes

Growth focused

  • We invest in companies that have strong potential to grow significantly

  • We do NOT simply cut costs and pull cash out of the business

Patient, scalable capital

  • Our structure allows us to tailor a capital structure that's right for the business and grow with it along the way

  • We are patient investors that can stay invested in a business as long as we see fit

  • We can significantly scale the size of our investment in a company, allowing us to start smaller and grow larger

Low leverage

  • We prudently use leverage to maintain flexibility and weather any storms

  • This frees more cash for growth, not debt service

  • For business owners or management that are maintaining a meaningful equity position, this significantly protects your continued stake in the company

Attractive alternative

  • We provide a compelling alternative to a business owner or management team that does not want to partner with or sell to a traditional private equity fund or a competitor