investment criteria
INVESTMENT CRITERIA ----
TRANSACTION VALUE $10 million to $100 million
COMPANY SIZE Minimum of $4 million of EBITDA and attractive margins (>10%)
TRANSACTION TYPE Management buyouts
Family succession situations
Recapitalizations
Growth equity
EQUITY INVESTMENT $5 million to $25 million
Up to $40 million with follow on investments
MANAGEMENT Strong track record
Excited to participate in the equity value creation
PREFERRED INDUSTRIES Specialty/niche manufacturing
Consumer-driven healthcare services and products
Business services
Value-added distribution
Industrial technology
Consumer products
Specialty retail
NOT OF INTEREST Technology, biotechnology, pharmaceuticals, real estate, and oil and gas exploration