Investment Profile

Energy Private Equity Funds

Simmons Private Equity ("SPE")

Our investment strategy is to identify attractive investments in the energy industry where Simmons Energy | A Division of Piper Sandler℠ has domain knowledge. Consistent with our approach, the criteria we use when we evaluate an investment typically include the following:

• Companies within Simmons Energy | A Division of Piper Sandler℠ established areas of industry expertise, namely the oil and gas services sector
• Commercial businesses with significant revenue and earnings streams (typically up to £7 million of LTM EBITDA) that are underpinned by strong back order backlogs
• Growth companies with high gross margins and strong cash generation but constrained in terms of resources (financial and/or human capital)
• An international and diversified offering across both capex and opex
• Companies that have built top-tier positions within growth and emerging sub-market verticals and possess technology, IP or other attributes that create barriers to entry
• Talented management teams capable of executing business plans with aligned equity incentives and appetite to become part of a larger group
• Adopt a ‘buy-and-build’ platform strategy, packaging the niche offerings of respective businesses to present a cohesive market-facing service offering
• Owner managers typically roll-over a significant portion of their existing stake into our platform vehicle
• No fixed exit term (other than life of the fund)