Investment Criteria
Investment & Company Size
We seek to invest $20 to $100 million of equity in companies with exceptional managers.
We focus on companies which have the following attributes:
- Consistency and growth in historical financial performance
- Revenue of at least $10 million
- EBITDA between $3 and $25 million
- Sustainable competitive advantages and market position
We prefer to be the lead equity investor, but will always consider co-investing with others who share our investment thesis and partnership investing approach. We pride ourselves in our differentiated control-agnostic approach and are equally comfortable as a minority or majority investor. What matters most to us is that our management teams are meaningful owners.
Flexible Transaction Structure
We provide flexible financing structures that allow us to satisfy the unique needs of management and existing shareholders. As both minority and majority investors, and with no strict reliance on the use of leverage, we invest in a number of transaction types, including:
- Recapitalizations
- Growth Financings
- Buyouts
- Consolidations
