Approach

Partner - Build - Grow

Our Approach

We create lasting relationships

We’d like to share our approach to investing, and explain why it’s never too early to come talk with us.

We are not passive financiers. Or looking to make a short term investment. As we have gained experience, and some grey hairs, we have also become more patient. We partner with very few companies in our target sectors. And when we do, we roll up our shirtsleeves and get to work. Many entrepreneurs say they worry about talking with us too early because they only get one shot to pitch their idea. While we can’t speak for the entire industry, but for CHI, it’s the opposite.

We are happy to co-invest, through existing financing or with other partners. If we invest, we do so because we want to work with you to build a meaningful company. When we invest, we view that as the start of a long-term partnership (10+ years). And we think it’s hard to get married on the second date.

We prefer to develop a relationship with founders and understand their vision over time. Even when we don’t manage to partner at a particular stage, we get to know each other. We’re far less likely to move quickly and will ask to partner in the future if we have a relationship and understand your vision for the business.

By the numbers

15+

Companies Invested

$50M

in market value

44%

2022 Annual Growth

14.6%

2022 Return On Assets

40%

Commodities

25%

Health Care

15%

Services

10%

Technology
Role building, implementation and collaboration influence the group, while philosophies dramatically influence the organization.
— Bridger Cottle- Founder of Cottle Holdings Inc.
Our Philosophy

The Foundation of Cottle Holdings

01.

Recruit

Building strategic partnerships with business entities, both public and private, to mitigate risk and offer ourselves unique opportunities to invest in various sectors that would otherwise not be considered.

02.

Build

By investing in unknown, or otherwise overlooked, sectors we find a competitive edge to build small business opportunities into large ones. With good timing and a adequate team around you, difficulties become merely speed bumps on the road to success.

03.

Disrupt

By disrupting traditional norms we have found opportunities that others have not seen. As such this has become a cornerstone to taking market share in small sectors from entrenched competitors.

04.

Mentor

As our businesses flourish, we move to a management role, helping shape the next generation of executives to handle the business challenges of tomorrow.

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