Investment Criteria

We invest in middle-market companies where we can add value, and are not restricted by size or industry. Our preferred opportunities have the following characteristics:

Type

family owned businesses

Founder/family owned businesses

Complex

Complex
situations

Corporate

Corporate divestitures or carve-outs

Buyouts

Buyouts and recapitalizations

Support Fiduciaries

Private
Ownership

Size

50
m

Up to $50
million in EBITDA

5-25
m

Preference for businesses
within a $5-25 million range

Preferred Sectors

Technology / SaaS

Technology /
SaaS

Advertising & Marketing

Advertising & Marketing

Manufacturing & Industrials

Manufacturing & Industrials

Business services & logistics

Business services & logistics

Home and life services

Home and life services

Characteristics

1.
Market

Compelling market position and business model

2.
Collaborative

Collaborative management teams with industry experience

3.
Pathways

Pathways to organic improvement and growth

4.
Strategic

Strategic add-on opportunities

Geography

  • North America preferred
  • International considered under special circumstances