Rubiks Equity Investment

Company Mission

Rubiks Investment Group (RIG) specializes in identifying companies overlooked by traditional private equity and venture capital firms.

Our mission is to empower these businesses with growth capital and strategic expertise. We work closely with entrepreneurial teams, providing the operational guidance and network necessary to drive success.

RIG is particularly attuned to the unique challenges posed by family dynamics and continuity planning. We bridge these divides to foster long-term wealth creation while preserving organizational structure and culture.

Our partnerships extend to family funds and investors who share our values. Unlike traditional capital sources constrained by short-term returns, RIG is committed to long-term growth, offering private funding and hands-on operational assistance. Our strategy is uniquely designed to support companies beyond the limitations of conventional family offices and private equity.

Passion and Commitment

At RIG, we believe in the power of passion and commitment. Our team is industry-agnostic, leveraging extensive experience and a robust network across diverse sectors. We prioritize people, focusing on leadership teams whose vision, core competencies, and culture align with our values. Our goal is to nurture talent and leadership, ensuring that every company we partner with reaches its full potential.

Long Term

Minimalist and stylish office environment

Our approach is not limited by industry or service type. Whether product-based, service-oriented or technology based, we focus to drive innovation and growth through strategic differentiation and expansion. Leveraging our extensive experience and expertise on growing companies and value add. While profitability remains central, we emphasize sustainable, long-term performance, building foundational structures that ensure continued success.

Investment Focus

Strategic:

RIG’s value proposition centers on strategic, stable support for entrepreneurs. We help companies enhance revenue streams, optimize pricing strategies, streamline supply chains, and improve sales channels.

True Partners:

Our investment philosophy is anchored in partnership and people. We consider ourselves vested stakeholders in the success of the companies that we support.

Team:

Our collaborative approach ensures that senior management and employees are aligned with the company’s growth trajectory, creating a culture of accountability and excellence.

Future:

We ensure that all employees benefit from any exit strategy, be it an ESOP, private equity focus, or a sale to a larger competitor.

VALUE PROPOSITION

INVESTMENT HORIZON

Unlike many investment firms focused on short-term returns, RIG is committed to supporting companies over a longer timeframe, ensuring sustainable growth and stability. (Focus on companies with $3-30 million in revenue and $1-5 million in EBITDA.)

Strong market positions but untapped growth potential.

Investment Criteria

RIG believes that with our multipronged approach to investing in small to middle market companies, we focus on:

Quality Companies & Management.

Uncovering value opportunities and Growth Prospects
Margin expansion and Cost Management

Deep Operational Expertise

We don't just provide capital; we partner with leadership teams to offer hands-on operational support. Our approach is holistic, addressing key areas such as revenue optimization, technological advancements, supply chain management, and market differentiation.

People & Culture

We recognize that people are at the heart of every successful company. Our investment philosophy and commitment to long term value creation, places a strong emphasis on leadership development, talent retention, and preserving the culture that makes each company unique.

DEAL GUIDELINES

FLEXIBILITY & TAILORED STRUCTURES

Rubiks Investment Group is committed to providing flexible and tailored investment structures that align with the specific needs of each company that we partner with. Our approach includes:

Operational Support

Beyond financial investment, RIG provides ongoing operational support, including talent development, market strategy, and supply chain optimization.

Capital Deployment

We work with businesses to allocate capital where it will have the most impact, whether it's for expanding operations, enhancing technology, or driving market penetration.

Growth Oriented

We focus on a multipronged approach bespoke for each investment. Whether it be

M&A opportunities
Market and or Product Expansion
Building the right Teams (Right people, right seats)

No out of the box approach limits us from helping owners extricate value and opportunities.

Rubiks Capital Group

Rubiks Equity Investment

Company Mission