Criteria

Our Investment Focus

Business

  • Growing, lower middle-market company.

  • Product or service with a strong market position.

  • Closely held ownership looking for a partner for continued growth.

  • Stable and diversified client base.

  • Strategic overlap with our team's experience.

  • Healthy layer of non-owner management.


Industry

  • Focused on a number of stable or growing industries in the U.S.

  • Business services, healthcare, consumer, and manufacturing sectors.


Financial

  • < $50 million of annual revenues.

  • Typically $2 – $5 million of annual EBITDA.

  • Equity and mezzanine capital.