Investment Criteria

  • Geography

  • US & Canada

  • Size

  • Revenue of $5 – $25 million
  • Require companies to have EBITDA greater than $1 million

  • Business Characteristics

  • Manufacturing and service companies
  • Recurring revenue
  • Healthy EBITDA margins (15+%)
  • Defensible or unique market position
  • Moderate capital intensity

  • Investment Size

  • Equity investments in the $2 – $8 million range

  • Deal Type

  • Buyout of retiring owner or majority/minority shareholder
  • Management buyout
  • Generational transfer in a family business
  • Recapitalization of existing ownership/management
  • Corporate divestitures