Investment Criteria
Transaction Profile
- Ownership: Typically founder/family-run
- Transaction Size: $6 to $70 million for platforms. No restrictions for strategic add-ons
- Equity invested: $3 to $30 million
- Targeted EBITDA : $1.5 to $10 million, margins above 10%
- Type: Control & non-control investments
- Ownership: Typically founder/family-run
- Transaction Size: $6 to $70 million for platforms. No restrictions for strategic add-ons
- Equity invested: $3 to $30 million
- Targeted EBITDA : $1.5 to $10 million, margins above 10%
- Type: Control & non-control investments
Business Attributes
- Stable revenue and history of profitability, ability to weather economic cycles
- Defensible competitive position, repeat customers
- Differentiated products with barriers to entry
- Industries in the early stages of consolidation
- Family-owned companies looking for additional resources to accelerate growth
- Stable revenue and history of profitability, ability to weather economic cycles
- Defensible competitive position, repeat customers
- Differentiated products with barriers to entry
- Industries in the early stages of consolidation
- Family-owned companies looking for additional resources to accelerate growth
Industries
- Business Services: Professional, Staffing, Supply Chain, Logistics, Collections, Contract Research, Process Outsourcing
- Industrials: Industrial Services, Specialized Manufacturing, Value-added Distribution
- Technology: IT Hardware Services, End-of-Life Asset Disposition, Reverse Logistics, Repair & Maintenance, B2B Software
- Healthcare: Clinical Trials, Contract Research Organizations, Devices, Medical Imaging, Testing & Diagnostics, In-Home Patient Services, Elderly Care, and Technology-based Healthcare Solutions
- Special Situations
- Business Services: Professional, Staffing, Supply Chain, Logistics, Collections, Contract Research, Process Outsourcing
- Industrials: Industrial Services, Specialized Manufacturing, Value-added Distribution
- Technology: IT Hardware Services, End-of-Life Asset Disposition, Reverse Logistics, Repair & Maintenance, B2B Software
- Healthcare: Clinical Trials, Contract Research Organizations, Devices, Medical Imaging, Testing & Diagnostics, In-Home Patient Services, Elderly Care, and Technology-based Healthcare Solutions
- Special Situations