Women in Private Equity

Valesco Adds Ulterior Motives International to its List of Fund II Portfolio Companies

The Company is Poised for Continued Success and We Could Not Be More Excited to Add UMI to Our Growing Portfolio


Mar 06, 2019

On March 6th, 2019, Valesco closed its sixth investment from Valesco Fund II. The transaction was an investment into Ulterior Motives International, Inc. (“UMI”), which specializes in the implementation of information-based turn-key National and Local Store Marketing applications for multi-unit brands specializing in the restaurant, retail and hospitality industries. UMI was founded in 1998 by Brooke and Marc Pollock and is headquartered in Plano, TX. https://umi-inc.com/Home

UMI provides a wide array of services including account management, creative design, print production, data management, E-marketing, trade area analysis, direct mail, partnership marketing, and web services to an engaged and highly recurring customer base. UMI serves both corporate and franchise communities, offering strategic marketing programs and solutions that are proven to drive sales, impact customer loyalty and frequency, share of voice and offset competitive intrusion. Through UMI’s proprietary online marketing/brand communication portal, customers have the flexibility to manage all of their marketing activity within a dynamic, user-friendly, virtual platform. This technology is customized for each brand and allows the entire chain to efficiently order corporate-approved print products and other strategic marketing initiatives in a streamlined manner. Valesco’s investment will support the continued growth of UMI’s successful legacy business while also expanding into new industries and adding additional services.

Co-Founders Brooke and Marc Pollock, who will remain President and Vice President and part of the ownership group, added, “We feel so fortunate to have the opportunity to partner with the Valesco team and look forward to continued growth and success in the future.”

Valesco continues to seek target investment opportunities to provide equity and subordinated debt for control buyout, recapitalization, minority, management buyout and mezzanine situations from Valesco Fund II. UMI is a great example of relationship, partnership and creativity to find the best possible outcome for the business, the founding shareholders and Valesco. The company is poised for continued success and we could not be more excited to add UMI to our growing portfolio.

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