Investment Criteria:

·    Revenue: $5 – $50 million

·    EBITDA: $1 – $8 million

·    Investment Size: $1 to $15 million

Current Industries of Focus:

·    Business Services

·    Healthcare Services

·    Consumer Products & Services

·    Niche Manufacturing / Industrial

·    Value-Added Distribution

Business Characteristics:

·      Leadership position in a niche market

·      Significant recurring revenue

·      Strong margins and free cash flow generation

·      Defensible market position

·      Growth, organically or through acquisition

·      Established, proprietary products or services

·      Proven management team

Transaction Types:

·     Leveraged buyouts

·     Recapitalizations

·     Industry consolidations

·     Family succession transactions

·     Investments to fund expansion or acquisition

·     Corporate carve-outs

Intermediaries:

We work with investment bankers, business brokers, accountants, lawyers and other intermediaries for introductions to investment opportunities and are pleased to honor finder fee agreements.