SGE was founded with a core investment thesis: the ongoing electronification of transactions and information will transform companies across industries, enabling them to better understand and react to their markets. The evolution of how we interpret and process transaction information is most accelerated in financial services but it is quickening in other industries as well. As investors, we identify and work with companies offering the innovations and solutions driving this trend.
Experienced, motivated management teams
Most important to us is the opportunity to work with highly capable and driven management teams. We look for experienced executives with compelling ideas and strong track records and place a strong emphasis on management equity plans to align incentives and create mutually favorable outcomes.
Proprietary, defensible technology
We look for companies that deliver unique, high-ROI solutions that are neither easily replicated nor replaced. A well-delivered solution, deeply embedded in client workflow is part and parcel of enduring customer relationships and long-term value creation.
Scalable business models
We are drawn to businesses with significant operating leverage, recurring revenue streams, and easily scalable infrastructure. Our best investments have been in companies with systems and platforms that are readily understood, deployed, and adopted.