Written in Partnership with Amir BakianRoll-up strategies can accelerate growth for some business plans and are a common staple of many large conglomerates like Amazon and Google. For mainstreet businesses, the process can seem out of reach, time-consuming, complicated, and rife with problems – precisely why a finance expert is winning plaudits for introducing the independent sponsor model, which is a new way to fund roll-ups, to mainstreet companies so they can implement an M&A growth strategy often used by large corporations.
Omar Melo, who has more than 20 years of investment banking, finance and operational experience, with almost 10 of those years on Wall Street, is a Managing Director of Crewe Capital, based in Salt Lake City, Utah. It’s an independent investment banking, securities, and mergers and acquisitions firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, and family offices.
With his expertise, Melo helps industry experts better execute their acquisitive growth strategies, and a key component of that work is applying his roll-up finance knowledge.
“As an investment banker, I offer industry professionals a roadmap on how to finance their acquisitive growth strategy with three simple steps,” says Melo. “First, I help them formulate their investment thesis. Second, I work closely with them to develop and tell their story in a way that is digestible to institutional investors. And third, I help find the right capital partner for the strategy.”
Melo’s work is ideal for those industry professionals and business owners in fragmented growing industries that are looking to expand through growth plans like roll-up strategies.
Melo stands out as one of a few investment bankers that’s successfully raised capital for an independent sponsor. “I’m able to bridge the gap between institutional investors and entrepreneurs.” “says Melo highlighting his success with roll-up funding.
Omar’s long history in the investment and financial sectors helps explain his in-depth knowledge, first-rate contacts and an always-expanding list of grateful clients. His past work is primarily in the infrastructure, technology, renewable energy, financial services and telecom sectors.
“I know how to spot a fundable team of professionals which is usually composed of industry veterans with management, operations, business development and integration experience in growth industries, with a plan ready to execute on an aggressive growth strategy through mergers and acquisitions,” says Melo.
He adds, “I transform a client’s vision into a crystal-clear plan that is fundable, and then find the capital for it. You don’t need money to execute a roll-up strategy, what you need is an experienced team that will attract a capital partner. I’m always pushing my clients to think different.
His career began on the buy-side as an equity research analyst with Soros Funds in Hong Kong, after which he transferred to the sell-side with Merrill Lynch in New York, and then Bank of America Securities in San Francisco. In January 2020, Melo joined Crewe Capital, which also has offices in Denver, Colorado, and New York, New York. Investment banking services offered through Crewe Capital, LLC. Member FINRA / SIPC. www.crewe.com
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