Investment Strategy |
| “Our imagination is the only limit to what we can hope to have in the future.” - Charles F. Kettering |
Uplift is a value-added investor dedicated to building world-class, global companies in the health and wellness sector. Uplift’s Wellness Advisory Board and Ambassador Circle is an interconnected global network of professionals focused on the productivity and performance benefits of health and wellness products and services, bringing accretive value to our portfolio companies. Uplift targets businesses with clear demographic momentum and strong near term revenue and profitability growth in the highly fragmented, middle market wellness niche. This niche is currently a less competitive investment arena with low costs of entry and high growth rates and returns. Uplift generally plans to invest between $2 million to $20 million into each company over the life of an investment.
Companies with the growth dynamics that Uplift seeks are often encountering operational, financial, or strategic challenges. Uplift manages this risk and maximizes the opportunity through a highly defined screening selection process that includes a careful review of risk factors, contingency plans, revenue accelerators and most importantly, potential liquidity scenarios. By making a relatively small and focused number of investments and contributing on both an operational and a financial level, Uplift will assist its partner companies to generate outstanding returns for management teams, Uplift’s limited partners and the global community these companies serve.