A Disciplined, Partnership-Driven Model for Lasting Success
Our model is built for the long horizon: we invest in strong vertical market software businesses and provide the structure, resources, and operational expertise needed to ensure enduring performance and success.
From Evaluation to Integration
01
Preliminary Assessment
We begin with discussions to understand the company’s strengths, leadership perspective, and long-term vision as well as a review of the company’s key product offering and financial metrics to confirm alignment with our investment model and provide an initial indication of interest.
02
Due Diligence Process
We conduct a thorough assessment of the product, customer base, financial performance, and market positioning to confirm our preliminary assumptions and refine our strategic plan for the company.
03
Agreement & Transition
Once aligned, we collaborate with leadership to ensure a smooth, structured transition for all stakeholders including customers and employees.
04
Integration & Support
After acquisition, we work closely with the leaders of the organization to roll out our strategic plan - maintaining autonomy while providing strategic guidance, operational resources, and reinvestment to support long-term performance.
Our goal is to reinforce what works and help each company to scale over time under operational excellence settings.
Supporting Software Leaders Through Transition and Beyond
We partner with leadership teams to ensure each business continues to grow, innovate, and deliver value for decades.
What You Can Expect
Smooth transition throughout the transaction
Perpetual ownership
Opportunities for continued involvement in leadership or advisory roles
Continued focus on culture and customer satisfaction
Investing in People
People are at the core of every company we invest in. Helios provides continuity and opportunities for long-term development.
Our Commitment to Employees
Investment in identified talents
Career development
Access to a broad network of experts and peer collaboration
Continued focus on culture and customer satisfaction
Investing with a Long Horizon
Our permanent capital model allows us to invest without time constraints, reinforcing long-term growth and enduring value creation while focusing on operational excellence.
Our Investment and Operational Philosophy
Permanent capital enables long-term decision making
Operational excellence allows for strategic reinvestment
Investing in talent drives innovation and success
