Technology Private Equity and Merchant Banking

Five Crowns Capital, LLC’s Technology Group specializes in funding minority and majority investments into small and middle market technology companies, acquisitions of corporate carve-outs from public companies as well as acquisitions and licensing of technologies and IP assets from universities, entrepreneurs/inventors and corporations. The group invests in hardware, electronics and software companies across a broad spectrum of the lifecycle including up-and-coming new technologies with growth companies as well as legacy technologies & brands, end-of-life technologies, and turnarounds.

Investment Focus

• The Internet of Things
• Consumer electronics
• PC & Mobile (Smart Phone & Tablet) devices, accessories, software & services
• Personal Health & Wellness Solutions
• Mobile/wearable biometrics technologies (e.g., pedometers, heart rate monitors, etc.)
• Home automation & control technology
• Home LED lighting and home décor technology products
• Advanced technology cookware
• Legacy hardware and software technologies
• University developed technologies and IP (i.e., technology transfer)
• Industrial technology businesses

If you or someone you know has an interesting consumer technology product or technology idea, we would be interested in exploring a potential partnership, joint venture, acquisition or other arrangement in order to design and prototype, manufacture and market your product. Please contact us to discuss your product ideas.

Technology Investments

Five Crowns Capital leverages Mr. Heid’s 30 years of operational, engineering and transaction expertise with companies such as Hewlett Packard, Iomega and Logitech, to provide our portfolio companies with unique value-added services. He has C-level experience with multi-billion dollar technology companies and has served as both a growth and turnaround CEO. Mr. Heid has in-depth experience in strategy formulation, transformation and execution and in creating and optimizing world class product portfolios. With experience in Asian technology manufacturing and sourcing since 1984, our Technology team is able to assist clients with identifying and securing the optimal manufacturing partners. Our team also has global go-to-market expertise in developed and emerging markets, including sales, marketing and product launch experience in Europe, South America and Asia. Some clients engage us for a particular need in order to have expert assistance during a discrete financial transaction, while others retain us on an on-going basis as their trusted business partners to manage and guide them through: (i) treasury, finance and M&A transactions, (ii) operations improvement and strategic planning, (iii) technology and IP assessment, (iv) product portfolio planning and execution, (v) manufacturing, sourcing, engineering and distribution, (vi) go-to market strategy and execution, (vii) regulatory assistance, and (viii) accounting and pre-audit support, financial forecasting and internal controls assessment and implementation.

Our portfolio companies benefit from:

Investment Banking

• Debt and equity financing and analysis
• Buy and sell side M&A

Consulting

• Business plan/strategy development
• Product Portfolio definition and development
• International markets strategy and execution
  • Go-to-market/product launch strategy and implementation
• Product manufacturing, engineering, sourcing (domestic and international), distribution and channel development
• Strategic partnerships and joint venture formation (venture capital and industry)
• Technology Transfer Assessment
• Intellectual Property Review
• Licensing transactions
• Commercial assessment of the technology
• Bench to commercialization consulting
• Supply chain, Operations and Manufacturing optimization
• P&L & profit improvement
• Organization & Talent Assessment
• Regulatory consulting
• Reimbursement consulting
• Treasury and balance sheet optimization
• Pre-audit/audit support
  • Coordinate annual audit/quarterly reviews, prepare schedules; technical memos; and reporting, provided for: private; SEC; and statutory filings
• Executive financial support
  • Perform overall supervision of employees, cash management, budgeting, generate monthly/YE financial reporting, process billing, account reconciliations, payroll and A/P
• Financial modeling/budgeting/acquisition models
  • Develop financial forecast models and other key metrics, compile historical data, assisting with due-diligence requests as well as buyer transition.
• Sarbanes-Oxley/internal control assessment
  • Create/test business process narrative, design/implement financial and operational policies/procedures to strengthen internal control and process improvement