Investment Philosophy

At OGGI Equity, we adhere to a stringent set of protocols when evaluating potential investments. While the intricacies of our analysis remain proprietary, we are transparent about the foundational criteria that guide our decision-making.

Firm Protocols

Key Investment Criteria

  1. Management Commitment: We prioritize companies led by management teams that are dedicated to long-term growth, not just short-term exits. Their commitment to the company’s future is paramount.
  2. Operational Integrity: Companies that value the expertise of auditors, legal counsel, and advisors demonstrate a commitment to operational excellence and transparency.
  3. Growth & Profit Motivation: We seek out businesses that are not only driven to increase sales and profits but are also strategically aligned with the goal of going public.
  4. Capital Funding & Strategy: While it’s common for businesses to seek external funding, we value those that approach capital infusion strategically, respecting regulatory compliance and understanding the nuances of engaging with investors.

The U.S. Advantage

Despite occasional economic downturns, the U.S. remains the gold standard for capital funding, offering stable markets, robust legal compliance, and a system that respects both operational and investor rights. Consequently, our focus remains predominantly on U.S.-based companies. Moreover, the allure of going public in the U.S. offers unparalleled benefits and valuations, outshining foreign trading exchanges.

Our Team's Global Footprint

With extensive experience working alongside public company CEOs and financial group management teams, our team boasts a global reach. Our travels and engagements span major financial hubs, including New York, Los Angeles, London, and Switzerland, fostering a rich tapestry of relationships that benefit our portfolio companies on their journey to IPO.

Leveraging Stock as a Strategic Tool

We educate our portfolio companies on the strategic use of their stock. Whether it’s M&A activities, employee compensation, joint ventures, or third-party engagements, stock can be a powerful tool to achieve various business objectives.

Our Comprehensive Approach

Our involvement is multifaceted, encompassing due diligence, advisory roles, and strategic introductions. Through conference calls, face-to-face meetings, and collaborative efforts, we work closely with company CEOs, guiding them in refining their business strategies.

Engaging Third Parties

No company can operate in isolation. We advocate for the careful selection of third-party collaborators, including auditing firms and transfer agencies, ensuring that our portfolio companies are always in expert hands.

Our Commitment to Value Creation

While we want our portfolio companies to flourish in their respective industries, our overarching goal is to enhance valuation and steer them towards a successful IPO. Unlike some equity firms that diverge from a company’s core mission post-investment, our approach is collaborative. Drawing from our team’s vast experience, we believe that actively advising and guiding management teams not only strengthens our partnership but also bolsters overall company performance.