Investment Philosophy

Strong Partnership with Management

  • Support process and growth
  • Introduce marketing initiatives
  • Enhance supply chain efficiency
  • Upgrade technology
  • Add-on acquisitions of competitors or complementary product lines
  • Leverage relationships with advisors, Board of Directors, lenders, and strategic partners
  • Enhance the company's strategic planning process

Strengthen risk management procedures

Industry Focus

  • Consumer and Business Services
  • Online Marketing
  • Software
  • Franchise
    • Restaurant
    • Retail
    • Service

Transaction Types

  • Management/Corporate Buyouts
  • Recapitalizations
  • Going-Private Transactions
  • Corporate Divestitures
  • Acquisition/Growth Capital
  • Advisory work

Partnering with Management
At Cherokee Advisors, we believe that a close relationship with management and value-added Board of Directors is essential for long term growth and company value creation. We work closely with management and often take management positions within each of the portfolio companies in order to facilitate the realization of managements vision for a company. We believe this approach creates trust and accountability between the company management, Board of Directors, and Cherokee Advisors.


We have an intense focus on completing the objectives of our clients, whether that is the completion of a transaction or the funding of their growth, we never take our eye off the ball.", Reid M. Zeising, Managing Partner.