Helping Private Companies Make the Next Leap
The Need
Many founder-led and closely held companies reach a point where growth requires capabilities that are difficult to build internally. Common needs include:
Identifying and executing attractive acquisitions
Accessing the right mix of debt, equity and equity-related capital
Strengthening financial reporting, controls, governance and accountability
Building the leadership depth and systems required to support a larger enterprise
Using practical AI tools to improve productivity, decision-making and execution
How We Work
Minerva is not seeking to replace what made a company successful. The role is to complement existing leadership with additional experience, capital, structure and execution support. Depending on the situation, Minerva can help management establish strategic priorities, develop an acquisition roadmap, raise growth capital, strengthen controls, recruit or supplement talent and coordinate practical AI initiatives.
What Minerva Brings
M&A execution. Institutional-quality experience in identifying, evaluating, negotiating and completing acquisitions.
Capital access. Experience and relationships across lenders, equity investors and advisors to help fund growth.
Scaling discipline. Support in building the systems, controls, governance and organizational structure needed to operate at the next level.
AI implementation. A practical, business-led approach to applying AI across functions, with appropriate leadership, coordination and safeguards.
Best Fit
Founder-led or closely held private companies
Industrial and industrial-adjacent sectors, including infrastructure, energy, capital goods, building products and related markets
Companies with EBITDA generally below $20 million
Owners and management teams seeking a committed partner, not just a passive investor
Relevant Experience
Minerva is led by Robert Bertagna, who spent his career advising CEOs, CFOs and Boards of Directors on mergers, acquisitions, capital raising and corporate strategy, and has also held leadership and board-level positions. That experience is now being applied to helping smaller private companies make a step change in scale, sophistication and enterprise value.
