Investment Criteria
We understand that access to capital only does so much for a business, which is why we only invest in situations where we can make a difference. Whether you are looking to take some chips off the table or permanently exit the business, we can customize a structure that works for you.
While we are flexible on structuring transactions that meet the specific objectives of business owners, we focus on making investments in companies with the following characteristics:
Company Size
$3 million - $50 million of revenue
$1 million - $5 million of EBITDA
Company Attributes
Differentiated product or service offering
Positive long-term trends
Strong management team
Based in the United States
Industry Focus
Business-to-business services
Niche, specialty manufacturing
Branded consumer products
Food and beverage manufacturing
Transaction Types
Majority recapitalizations
Management buyouts
Growth financings