About Us

Investment Criteria

Company Size

  • EBITDA $3 million to $10 million
  • Revenue of $20 million to $100 million
  • 10%+ EBITDA margins / proven value-add & differentiation

Characteristics

  • Family or entrepreneur owned business, absentee owner; corporate divestiture
  • Performing well, but lack of management and infrastructure
  • Reasonable base-line growth prospects
  • Minimal economic cycle or commodity risk

Value Drivers

  • High touch with customers
  • Benefit from a recurring revenue stream
  • Competitive advantage through proprietary use of technology
  • Need for organizational change: financial / sales management

Deal Dynamics

  • Divergence of interest among ownership and management
  • Family owned business seeking succession solutions
  • Business in or facing growth oriented transitions

Structures

  • Senior Preferred Equity
  • Recap / LBO / Growth Investment
  • Significant retained management / seller ownership