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Investment Criteria

Company Size

  • EBITDA between $500,000 and $5,000,000

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Company Characteristics

  • Market segment leadership or niche with defensible market position

  • Sustainable cash flows

  • Growth opportunities—internal or via acquisition

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Geography

  • United States

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Industries

  • Business Services

  • Consumer Products

  • Specialty Manufacturing

Control

  • Lead equity sponsor

  • Co-investment with likeminded equity sponsors

  • Minority investments with attractive liquidity options

 

Structure

  • Common Stock

  • Preferred Stock

 

Types of Businesses

  • Privately-held businesses

  • Corporate divestitures

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