Maven's Actionable Data Drives Change for Multi-Strategy Investment Firm Satori Capital

Texas-based multi-strategy investment firm Satori Capital partners with mid-market consultants Maven Associates for due diligence and investments

Maven Associates

When Texas-based multi-strategy investment firm Satori Capital enlisted mid-market consultants Maven Associates to undertake due diligence projects concerning potential investments, Co-Founder and Managing Partner Sunny Vanderbeck found immediate value in Maven's unique approach.

"Sometimes, what clients want to buy is a piece of paper to reinforce their existing beliefs," said Vanderbeck. "I don't have any use for that."

Instead, investor, entrepreneur, and best-selling author Vanderbeck craved outsider insights into the companies Satori was evaluating and ones that challenged his set of beliefs. According to Vanderbeck, business leaders tend to underestimate their competitors and overestimate or misunderstand how customers perceive the value of their own products or services. This lack of information can overflow into decision-making and have far-reaching ramifications.

Satori found that Maven's Founder, Mark Hess, is prepared to challenge the status quo and shed light on bias. "Mark and his team are not afraid to disagree," said Vanderbeck.

Company leaders may make sweeping assumptions about the fundamentals of their business. Novel insights that disrupt these assumptions demand quality data. When consultants draw out these types of revelations, it can be transformative. But there's a significant difference between raw data and actionable data. "Maven offers new critical thinking and actionable information that I can do something with that creates value for the enterprise," said Vanderbeck. "They're often in sync. But there are nuances there that change decisions."

Satori Capital's approach to private equity is founded on three pillars:

The first is time horizon. They are not attached to a pre-determined time horizon. Instead, they adopt an owner mindset.

The second is their operator's advantage. Because Satori's principals have hands-on experience as business founders, CEOs and COOs, they empathize with the reality and nuances of running a business. 

And third is conscious capitalism, a philosophy in which profit is not a reflection of what can be extracted but instead how much value can be created.

"This is enlightened self-interest," said Vanderbeck. "I expect conscious businesses to make at least as much as an unconscious business and, over the long-term, a lot more. And to do it in a way that benefits all stakeholders."

Aligned in their values, Satori chose Maven to conduct diligence on several mid-market companies. Maven's expertise is fine-tuned for the mid-market, a differentiator more important in the post-pandemic climate than ever.

"The way Maven goes about consulting work is really well-calibrated to the needs of the middle and lower-middle market - on the side of both companies and investors," said Vanderbeck.

Find out more about Maven Associates by visiting www.maven-associates.com.
Find out more about Satori Capital by visiting www.satoricapital.com.
Find out more about Sunny Vanderbeck and his book "Selling Without Selling Out" by visiting www.sunnyvanderbeck.com/books/selling-without-selling-out/

For questions, please contact media@michaelcurtispartners.com

Source: Maven Associates