Lower Middle Market Companies
- EBITDA less than $15 million
- Revenues of $20 million to $100 million
- High margin
Focus on outsourced service providers
- Healthcare, Business, and Industrial outsourcing services
- Derive competitive advantage through the propriety use of technology
- Benefit from a recurring revenue stream
- Touch the customer every day
Target companies in need of organizational change
- Generational / entrepreneurial transition
- Need for professional financial management
- Need for professional sales and marketing expertise
- Strategic planning, capitalization, acquisitions
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Align investment with strong management teams
- Control or minority position, as the senior equity investor
- Significant management stake
- Flexible equity structures
- Modest leverage
- Fund platform investments for future growth and flexibility
Flexible structure
- Management buyouts
- Acquisition financing
- Recapitalization financings
- Growth capital
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