Investment Criteria

Target Company/Project Size

  • $5-$60 million in annual revenue
  • $2-$10 million annual EBITDA
  • $25-150 million enterprise value
Target Deal Size
  • $20-60 million in required equity
Term/Hold Period
  • Deal Dependent
Investment Types
  • Management buyouts
  • Recapitalizations
  • Purchase of family businesses
Company Characteristics
  • Strong entrepreneurial leadership
  • High level of precision, execution, quality and service
  • Stable demand from a diversified customer base
  • Long-term relationships with recurring revenue streams
Competitive Differentiation
  • Unique products or processes
  • Strong brand/reputation
  • Intellectual property
  • Proprietary technology
  • Restrictive regulations or licenses