Investment Strategy
We primarily seek opportunities to invest alongside management/owners in growing businesses that require additional resources or expertise to reach the "next level" of growth and profitability. We are a value-focused investor and invest in complex transactions or situations that require greater insight. While flexibility and open-mindedness have always been trademarks of our investment style, we find that most of our successful investments share some or all of the following attributes:
- Sale of closely held, entrepreneurial owned or family businesses
- Existing management teams looking to share financial risk and reward as our equity partner
- Niche or low-profile industries not closely followed by the mainstream investment community
- Businesses suitable for financial leverage, by virtue of defensible cash flow and/or asset coverage
- Companies poised to grow through acquisition or expansion, often lacking necessary infrastructure and management depth prior to our involvement
Investment Size
We primarily sponsor acquisitions of Companies with enterprise values from $20 million to $75 million, with EBITDA of $4 million to $15 million.
Industries
In over 15 years of investing, our partners have sponsored investments in a wide range of industries including:
- Business-to-business services
- Consumer products & services
- Distribution
- Electronics
- Energy Services
- Financial services
- Food & restaurants
- Manufacturing
- Media communications & advertising
- Software & IT services
Deal Sources
We welcome inquiries from business owners, investment bankers and other intermediaries, and managers (who may have an opportunity to acquire their business, but lack capital and financial expertise).
