Investment Criteria

We invest in great businesses and even better people.

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