Pareto & Company has delivered strong performance over time, with most investments showing notable gains following the initial capital infusion. We enter into each opportunity with the goal of at least doubling (or greater) the return on invested capital. Since our founding in 2016, we have experienced numerous positive outcomes, as noted below.*
Performance Highlights:
Performance Highlights:
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Services – We exited our investment in HVAC company United Air Temp after three years and generated a return to investors above expectations
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B2B Products – Financial software company Bridge has experienced a significant increase of its enterprise value (EV) in its subsequent funding rounds
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B2B Products – We exited our investment in smart home company Clare Controls after five years and generated a return to investors in line with expectations
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Niche Manufacturing – Dental laboratory First Choice Lab Group nearly doubled revenues via six add-on acquisitions after the initial closing and improved its gross margins
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* Past performance is not a guarantee of future results and there can be no assurance that Pareto & Company will achieve similar results going forward or that any estimated returns can be achieved. An investment of this type involves a high degree of risk and is suitable only for investors who can bear the risk of loss of their entire investment.
The performance of individual investments may vary and there is a material risk that we will not be able to execute our business model or acquire businesses on the terms and conditions anticipated or at all. An investor may not receive the investment performance indicated and gross returns may be reduced by management fees, carried interests, taxes and other expenses borne by an investor in a private investment vehicle. Likewise, the strategy and implementation of our portfolio company plans may prove more costly and time consuming than we presently anticipate. There can be no assurance that we will be able to execute on our plan to grow any investment. There can be no assurances or guarantees that we will realize our investment objectives, successfully implement our strategies, or that investors will not lose all or a portion of their investment.
The foregoing is being provided for informational purposes only. The foregoing is a summary and is qualified in its entirety by Pareto & Company’s limited liability company agreement and other relevant agreements. This information does not constitute an offer to sell or a solicitation to purchase securities. An offer or sale of securities can only take place following an investor’s review (to the investor’s satisfaction) of all materials related to an investment, including any confidential private placement memorandum and the execution of a definitive subscription agreement furnished by Pareto & Company.
The performance of individual investments may vary and there is a material risk that we will not be able to execute our business model or acquire businesses on the terms and conditions anticipated or at all. An investor may not receive the investment performance indicated and gross returns may be reduced by management fees, carried interests, taxes and other expenses borne by an investor in a private investment vehicle. Likewise, the strategy and implementation of our portfolio company plans may prove more costly and time consuming than we presently anticipate. There can be no assurance that we will be able to execute on our plan to grow any investment. There can be no assurances or guarantees that we will realize our investment objectives, successfully implement our strategies, or that investors will not lose all or a portion of their investment.
The foregoing is being provided for informational purposes only. The foregoing is a summary and is qualified in its entirety by Pareto & Company’s limited liability company agreement and other relevant agreements. This information does not constitute an offer to sell or a solicitation to purchase securities. An offer or sale of securities can only take place following an investor’s review (to the investor’s satisfaction) of all materials related to an investment, including any confidential private placement memorandum and the execution of a definitive subscription agreement furnished by Pareto & Company.
