Safeguard Scientifics (SFE)

Overall impact
B (69)

Commentary

Safeguard Scientifics is a strong overall performer. With a 'B' rating of 68.6 for overall impact (80th percentile compared to all companies), Safeguard Scientifics ranks 44th out of 190 industry peers, behind Manning and Napier, ATIF Holdings, Investcorp Credit Management and 40 others, and ahead of CM Finance, Logan Ridge Finance Corporation, Encore Capital and 143 others. On top material causes for Safeguard Scientifics's industry (Financial Services), Safeguard Scientifics performs well in Healthy Oceans (86.1 score), Reduced Inequality (90.9), Reduced Availability of Weapons (81.8) and 1 other cause where it received an 'A' score. Safeguard Scientifics did not receive a 'D' or 'F' rating on any cause.
Impact
Cause SFE
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Overall impact

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Company
Founded
1953
Employees
27
Sector
Financials
Industry
Banks
Sub-industry
Regional Banks
SASB industry
Asset Management & Custody Activities
Headquarters
Pa, United States
Share classes
SFE
Description
Safeguard Scientifics, Inc. no longer investing. It is a private equity and venture capital firm specializing in expansion financings, growth capital, management buyouts, recapitalizations, industry consolidations, corporate spinouts, growth stage, and early stage financings. It initially invests in a Series A-C round and opportunistically in a seed round. The firm prefers to make investments in companies engaged in the technology, financial services, and healthcare sector. Within the technology sector, it invests in software as a service, adtech / digital media, Internet of Everything, enhanced security, predictive analytics, machine learning, artificial intelligence, enterprise software, technology enabled services, internet/new media, financial technology, cloud, mobile, social, big data, in memory, and selected business services with capital requirements of up to $25 million. Within healthcare sector, the firm invests in molecular and point-of-care diagnostics, medical devices, regenerative medicine, medical technology, digital health, healthcare technology, specialty pharmaceuticals, and selected healthcare services. It invests throughout the United States with a focus on Mid-Atlantic region, and Southeastern Canada. The firm primarily invests between $5 million and $25 million in growth equity financing and between $5 million and $10 million in early-stage financing. It typically invests in the capital structures including owner financed and bootstrapped companies, corporate division or business unit, and venture capital-backed seeking a growth partner. The firm prefers to be the largest shareholder in its portfolio companies, with ownership in the range of 20 percent to 50 percent. However, it may occasionally take a majority or smaller stake in its portfolio companies. It prefers to invest in companies having proprietary technology and intellectual property. The firm prefers to take a Board seat in its portfolio companies. The company was founded in 1953 as Lancaster Corporation and changed its name to Sa
Material causes
Ethos considers the following causes material for Safeguard Scientifics, based on its industry sub-industry Regional Banks. Learn more about material causes in our methodology overview.

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