Samir "Sam" G. Hanna, RPLS
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Hey Sam — interesting background. came up through a similar IB → PE path myself and been thinking a lot about origination in professional services / industrial deals lately. would be good to connect.
Hey Sam, we seem to have a similar-ish path into PE — though I came through IB in London not through building an engineering services platform in Texas. origination was always the same story for me — clear thesis, decent relationships, but no proprietary system of record tying anything together. every deal basically sourced from scratch, nothing compounding over time. curious if that's still how most funds operate or if I'm behind the times? — Russ
Hey Sam, looks like we share a similar-ish path into PE, though I came through banking at CS & Greenhill in London not through building and scaling an engineering services business like you did with SAM. the pattern I keep seeing with most funds is weirdly consistent — strong thesis, solid network, but no proprietary system of record. the people, tools and ideas are never really connected, so every deal is virtually sourced from scratch. nothing compounds on itself. curious if that resonates or if you've built something different at SGH? — Russ
hey Sam — no worries if the timing's off. most funds I talk to have tried some version of building origination in-house — analyst pulling from Pitchbook or Grata, maybe using ChatGPT to help qualify, dumping it into a spreadsheet. each piece kind of works, but there's no system of record tying it together. the people, tools and ideas are all disconnected so everything ends up out of sync. been helping a fund like Mentmore work through that in a similar niche industrial context. curious if you've run into the same thing at SGH? — Russ
totally get it if origination infrastructure isn't top of mind right now — most funds have 10 things ahead of it on the priority list. the funds I've seen crack it early just tend to compound deal flow in a way that's hard to replicate later. if it ever moves up the list, I'm easy to find. — Russ
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Sam — hope you're having a good Thursday. wanted to reach out for two reasons: a) jealous of what you've built at SGH. though we share a PE background, I hope to one day launch my own fund and buy a great lower-middle market platform. b) in the meantime I've been building highly bespoke deal origination engines for investors like you — just finished one for Backer Group in the UK also acquiring founder-owned service and industrial businesses. It takes your thesis, maps targets across various data sources incl. google maps, and runs the full engagement cycle (email/linkedin/whatsapp) — connected live to the crm. given we've already built the infrastructure, figured you might want to jump on a quick call to look under the hood? very best, Russell linkedin.com/in/russellt23 PS: if you'd rather not do a call - see how your origination stacks up in 60 seconds (e.g. are you using private sender IPs?) → searchloop.ai/benchmark
Prospect Research
## PROSPECT INFORMATION: Name: Samir "Sam" G. Hanna, RPLS Title: Managing Principal Fund: SGH Strategic Investment Partners Background: Name: Samir "Sam" G. Hanna Location: Austin, Texas Current Role: Founder & Managing Principal at SGH Strategic Investment Partners (since Dec 2016). Current Focus: Mr. Hanna is currently focused on investment management and advisory services through SGH Strategic Investment Partners. His recent activity includes real estate and hospitality investments, specifically highlighting renovations and property enhancements. He also serves as the Founding Chairman and advisor for SAM, LLC. Background: He has over 40 years of experience in operational management and land surveying. He founded Surveying And Mapping, LLC (SAM) in 1994, growing it from a land surveying firm into a multi-disciplinary powerhouse covering geospatial, aerial mapping, and utility engineering before retiring from daily management in 2016. He has experience in transactional values exceeding $200 million and has practiced surveying across sectors including energy, oil and gas, and transportation. He holds a B.S. in Engineering from Cairo Polytechnic Institute. Key Skills: Strategic Planning, Investment Management, Operational Management, Land Surveying, Geospatial Services, and Technical Advisory. Community Involvement: Active in Austin-based community programs including Communities In Schools of Central Texas and Capital IDEA. Recent LinkedIn Posts: - March 8, 2024: Reposted an announcement regarding hospitality renovations with the quote: "We are thrilled to share the completion of our guest room renovations at the Hyatt Place Austin Arboretum! With floor-to-ceiling updates, we're ushering in a fresh experience just in time for Spring in Austin, Texas." - January 16, 2019: Reposted John Hanna's product launch for Zilker (smart irrigation) and commented: "Congratulations" in response to the announcement that the product was "now on sale at Amazon.com and Zilker.co." Fund details: - Description: SGH Strategic Investment Partners is a private investment company founded in Austin, Texas in 2019 . We acquire control equity investments in established middle market, Texas-based companies in the professional services, wholesale distribution and specialized manufacturing industries. Our founder, Sam Hanna, built one of the largest land surveying and engineering businesses in the United States. Sam's lifetime of experience, and that of our founding principals, provides us with the unique capability to cultivate growth, develop and nurture employees, and safeguard the culture of founder- and family-owned businesses. We are financial buyers with patient capital and seek partnerships based on mutual respect between business owners. Our preferred investment criteria include: • Industries: Business-to-Business & Professional Services Engineering Services Wholesale Distribution Specialized Manufacturing • Location: Texas and adjacent states • Financial Metrics: Minimum $1,000,000 EBITDA Enterprise value up to $50 million • Ownership & Management: Family and/or founder owned Capable management team ready to transition • Business Strategy: Capital efficient business model that is able to scale We review a variety of opportunities within the lower middle market. Investments that fall outside these criteria are considered on a case-by-case basis. - Website: https://sghinvestments.com - Location: Austin, Texas, United States - Lead qualification: Research: - Query: =SGH Strategic Investment Partners Samir Sam G. Hanna, RPLS recent investments fund thesis - Answer: Samir "Sam" G. Hanna founded SGH Strategic Investment Partners in 2019, focusing on middle market companies in professional services. He previously led Surveying And Mapping, LLC before retiring in 2017. SGH Strategic Investment Partners has no current teams.