Investment Strategy

DFW Capital Partners focuses its investment activities on making control investments in lower middle market companies – generally defined as businesses with annual revenues of $20 million to $100 million and annual EBITDA of less than $15 million.
 
We believe this segment provides an outstanding source of investment opportunities. In this segment we are able to bring significant value to portfolio companies through improvements in financial management, business strategy, strategic acquisition and exit planning.
 
Properly executed, this investment approach can lead to above-average revenue and earnings growth, as well as expansion in enterprise value multiples upon exit.

Our approach is long term.  We indentify key strategic growth areas, assist in the recruiting of senior executives, identify and support add-on acquisitions, and provide access to both private and public capital. DFW has closed 25 platform investment and over 60 add on acquisitions on behalf of our platform companies.

Typical investment situations have involved:

• Recapitalization of entrepreneur-led or family-held businesses where the selling shareholders maintain a significant minority equity stake;
• Acquisition of under-managed or non-core divisions of larger private or public companies;
• Growth investments to support a de-leveraging or key add-on acquisition program.