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Sundial Holdings

A holding company that targets 25% annual yields, with quarterly cash distributions through the purchase, scale and sale of micro-lower market operating companies.
We buy exceptional decades-old B2B firms, arm them with great leadership, and distribute the profits to our investors quarterly.

An Intro To Holdings

  • Investors purchase Class A Units into Sundial Holdings (a hold co, not a fund)
  • Sundial Holdings buys, scales and sells B2B Firms doing less than $4M EBITDA
  • Investors receive quarterly cash dividends on a 75% / 25% split (with no management fees, only pass through expenses)
  • Sundial targets an Annual Yields of 25%+ with a $1B+ Valuation within 10 years

WHY SUNDIAL HOLDINGS?

STRATEGY 1: GREAT COMPANIES ARE BEING IGNORED

Private Equity groups are often designed to target firms doing $5M+ in EBITDA. Leaving great cash flowing companies to be overlooked and trade in a highly inefficient lower micro-market.  

Sundial targets B2B firms who provide essential products or services with 10+ years in business. We're industry agnostic, but it must be growing and preferably unsexy.

The company should be doing $3M+ in Sales, $1-4M in EBITDA, have nice customer concentration dispersion (<20% from top 20 customers), and have little to no marketing team.
STRATEGY 2: THE VALUATION S CURVE

The Steepest Part Of The Valuation Curve takes place when a firm grows from $4M to $12M in EBITDA. Sundial scales firms through this curve through organic growth + bolt on acquisitions.Targeting a 5 to 10 year hold, generating 5X+ MOIC.

STRATEGY 3: SCALING THROUGH THE VALUATION CURVE

Sundial makes control buyouts and plays an active role in shaping the success of its holding companies. 

STRATEGY 4: THE UNDERLYING MAGIC

Sundial Holdings investment model draws upon a unique combination of attributes and tactics from several different traditional investment models to create the optimal structure for investors looking for high cash flow distributions.

Direct Investment
Unlike A Fund, Investors Invest Directly Into Sundial Holdings, LLC, Purchasing Class A Units In Sundial Holdings, Pari-Passu With All Investors
Quarterly Cash Flow Distributions
Sundial Holdings Distributes Quarterly Dividends From Operating Companies On A 75% / 25% Split. 

Targeting A 25% Annual Yields, Net Of Fees.
No Management Fees
There Are No Management Fees. All Administrative Expenses Are Passed Through.
Look Through Investments
There Are No Capital Calls. 

When An Acquisition Target Has Been Identified, Investors Receive Look-Throughs Of The Firm 
Participation / Pro Rata Rights
Active Investors Get First Look At Every Acquisition.
Redepemption Rights
5 Years With A 5 Year Tail.

THE REGENERATIVE LOOP

LONG TERM MINDSET WITH IMMEDIATE DISTRIBUTIONS

The regenerative nature of this unique investment model will ultimately lead to a self-sustained system that requires no additional capital and exponential returns for investors, with their dollars continually being redeployed through the same cycle.

Sundial doesn’t have any constraints on hold periods. We target selling companies when the exit is optimal - which is usually within the first five years of ownership. But won’t do so if the timing isn’t right. 

Because of our structure, we can operate in the best interest of shareholders and aren’t restricted by artificial timelines or a false conflict to prematurely sell a company to boost realized IRRs before a fundraise. 

PATH TO $1B VALUATION

Sundial targets the acquisition of 30+ companies over the next 10 years, acquiring an average of 3 a year, with targeted results seen below. 

Through the direct investment into Sundial Holdings, Class A investors are able to not only receive cash distributions from the portfolio companies, but also see their unit value increase as Sundial Holdings grows.

NEXT STEPS

Sundial Holding's isn't a fund. And doesn't have capital calls.

Instead, Sundial raises capital when an acquisition target has been identified. During which, Investors receive direct look-through of the acquisition target, investment thesis, and growth strategy.

By nature, these raises are severely capacity constrained.

If you're interested in becoming an Investor and would like to subscribe to Holdings Deal Flow, simply fill out the form below.

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DISCLAIMER

This document is intended for limited circulation and is provided to the recipient on a confidential basis so that they may consider an investment in Sundial Holdings, L.P. (the Fund). The recipient expressly acknowledges and agrees that it will hold this information, this document, and all related documents and disclosures in the strictest confidence. This document is not intended for public use or distribution, and dissemination, publication, distribution, disclosure, copying or use of the information, documents, or disclosures contained herein is expressly prohibited. 

These materials do not purport to be all-inclusive or to contain all the information that a prospective investor may desire in investigating the Fund. These materials are merely for preliminary discussion only and may not be relied upon for making any investment decision with respect to the Fund. Rather, prospective investors should rely upon the Fund’s definitive agreement of limited partnership and their own independent investigation of the Fund. In the event that any of the terms of this presentation are inconsistent with or contrary to the agreement of limited partnership, such agreement shall control. The limited partner interests in the Fund have not been registered under the United States Securities Act of 1933, as amended, or under any applicable state securities laws, nor have such limited partner interests been approved or disapproved by the United States Securities and Exchange Commission (the SEC) or the securities regulatory authority of any state or other jurisdiction. Neither the SEC nor any commissioner of any such state authority or other jurisdiction has passed upon the accuracy or adequacy of this presentation, and any representation to the contrary is unlawful.

This presentation does not constitute an offer to sell or a solicitation of interest to purchase any securities or investment advisory services in any state or in any other jurisdiction in which such offer or solicitation is not authorized. This presentation may contain “forward-looking statements” within the meaning of the United States Private Securities Litigation Reform Act of 1995, as amended. Because such forward-looking statements involve risks and uncertainties, actual results of the Fund may differ materially from any expectations, projections or predictions made or implicated in such forward-looking statements. Prospective investors are therefore cautioned not to place undue reliance on such forward-looking statements. This presentation speaks as of the date hereof and neither the general partner nor any affiliate or representative thereof assumes any obligation to provide any recipient of this presentation with subsequent revisions or updates to any historical or forward-looking information contained in this presentation to reflect the occurrence of events and/or changes in circumstances after the date hereof. 

This document is not an offer to sell securities nor should it be deemed to imply an offer of securities. Any securities offering can only be made to qualified persons (as defined under applicable law). The interests described herein shall not be offered or sold in any jurisdiction in which such offer, solicitation or sale would be unlawful until the requirements of the laws of such jurisdiction have been satisfied. While all the information prepared in this document is believed to be accurate, the Fund and its affiliates make no representation or warranty as to the completeness or accuracy of the information in this document and accepts no responsibility.