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:

With over $500 million of direct middle market transactional experience, our principals offer a unique mix of operating, technical, and financial expertise and the resources necessary to achieve the next level of success and generate exceptional outcomes for all stakeholders.

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
Medical and pharmaceutical practices

Transaction Types

Majority recapitalizations
Management buyouts
Growth financings

ABOUT INVESTMENT CRITERIA