BANYAN TECHNOLOGIES GROUP

We are Experienced Operators driving accelerated growth and scaling entrepreneurial businesses in lower middle market. We bring immediate value by leveraging our skills; end market experience; existing relationships and uncommon business practices creating accretive value for all stakeholders.

Our principals have completed

25

plus transactions

2

Billion in CapitAl deployed

20

years

Unique Methods

ACCELERATED GROWTH

Diverse portfolio

who we are

Uncommon

We’re an Uncommon Capital Group founded by Experienced C Suite Operators from the Automotive Aftermarket space focused entirely on the Automotive Aftermarket as a differentiated alternative to the traditional Private Equity Capital market

Mission

Our Mission is ‘To Accelerate and Scale entrepreneurial businesses by leveraging our skill set; end market expertise and existing customer relationships deploying uncommon business practices to create accretive value for all stakeholders

Partnerships

We partner with entrepreneurs, family owned businesses and corporate carveouts, specifically when: We can bring Direct and Immediate value to accelerate the business outputs and scale the business. We can deploy our existing customer relationships; relevant and accretive industry/end market expertise to supplement the leadership teams. Our long term perspective and source of patient capital can unlock accelerated growth potential within the business

We deliver a full spectrum of Corporate Advisory Services to supplement your teams or take full responsibility in:
• M&A Advisory,
• Target Assessment, Acquisition Due Diligence,
• Integration and Improvement,
• Operations; Supply Chain & IT Consulting,
• Strategic Roadmap & Product Roadmap Development,
• Sales Acceleration Strategies

Lets talk

TEAM

TANVIR ARFI

FOUNDER & CHAIRMAN

Tanvir is the founder and Chairman of Banyan Technologies Group. Tanvir is an experienced CEO from several Automotive Aftermarket, OEM and Franchised Dealer focused businesses. He was the Managing Director of Solera Holdings where he worked on the largest automotive tech transaction in history valued at over $6.7 Billion in partnership with Goldman Sachs, Koch ventures and Vista Equity Partners. Prior to Solera Holdings, Tanvir was the President and CEO of Robert Bosch’s Automotive Service Solutions division business, with approximately 5,000 employees, operations in 19 countries, and revenues in excess of $1.4 Billion.

Matt Ballard

ADVISOR

Matt Ballard combines a strong technical background with extensive experience in mergers and acquisitions. Previously, Matt was Vice President of Services and Technology for Bosch. He was responsible for service products across the mobility market, and development of technical solutions for all the major Automotive OEM’s.

Prior to Bosch, Matt held multiple positions at SPX, responsible for information technology, and the acquisition of capabilities to execute the strategy of SPX. Matt has also held positions in Information Technology, Product Management, Manufacturing, Supply Chain, Engineering and Quality at various other companies.

DAVID KOWALSKI

ADVISOR

A seasoned global business leader and operations executive with nearly 40 years of experience spanning multiple industries, product types and geographic regions. David’s distinguished career concentrated in the automotive and industrial industries where he has deep expertise in manufacturing, supply chain, product line management and engineering functions. David served as President of Global Manufacturing Operations and as an Officer for SPX FLOW, Inc. from 2015 through September 2018. Prior to that role, David served as President of the Industrial Products Segment (~$1.1B in sales), President of the Test and Measurement segment (~$1.4B in sales) and President of Service Solutions (~$1.1b in sales) during his 16 years at SPX Corporation, a Fortune 500, global and multi-industry manufacturing leader with (at peak) an ~$8 billion market cap, ~$6 billion in annual revenue, operations in more than 35 countries and over 23,000 employees.

Investment Criteria

Transaction Types

We excel at working in concert with entrepreneurs, family owned/run businesses to bring capital for sale events and management buyouts. Our targets also include Corporate Carveouts.

Investment Size

Although we are not limited by size, our sweet spot is $2M-$10M EBITDA companies.

Industries

Automotive Aftermarket OEM, Franchised Dealers focused businesses, Auto Service Maintenance & Repair related businesses, Technology, Manufacturing/Distribution/Assembly, Services.

Involvement

We’re experienced operators. We complement the management teams by bringing our relationships & expertise to accelerate their growth and expansion. Strategic Board level role; Business Development, Sales Acceleration and Strategic Improvement focus.

Investment Structure

Control Equity ownership combined with subordinated debt. Our sources of capital comes from institutional investors; family offices & high net worth individuals (ex CEOs). We structure each transaction with the most efficient source of capital.

Portfolio

Helm

Helm is a leading technology and services provider of Brand Marketing and Merchandising, Publications and Print, and Third Party Logistics to the world’s leading companies since 1943. Helm is based in Plymouth, Michigan, with sales and customer service locations in Georgia and California and a state-of-the-art 140,000-square-foot facility providing distribution, kitting and 3PL services in Livonia, Michigan. Helm clients includes the world’s leading Automotive OEMs, Franchised Dealerships, Independent and Franchised Automotive Aftermarket and consumer Fortune 500 companies.

Chatterspot™

Chatterspot™ is a leading provider of state of the art end to end automated advertising software and related services. The Chatterspot™ solution creates sales leads via email, text, web, and social media advertising to current and potential customers delivered directly as a text on the subscribers mobile device driving 2 way text communications. Chatterspot™ serves the retail industry including automotive franchised dealers, aftermarket vehicle service shops, cellular/wireless retailers and B2B customers. The automated digital advertising services are further complemented with on demand features like call center support, direct mail marketing and an all inclusive account concierge service.

BANYAN technologies GROUP