INVESTMENT PARAMETERS
Financial Criteria: Revenue $15M-$150M; EBITDA greater than $2.5 million
Target Acquisition Size: $10M-$75M
We will make larger investments through partnerships with other private equity groups we know and trust.
Deal Structure
Deals typically include a combination of cash, stock, note, and/or earn-out.
Management Incentives
Stock options and other carried interest programs accompany all of our transactions.
- Stable or recurring revenue
- Identifiable growth opportunities
Sustainable Margins
- High returns on invested capital
- Significant barriers to entry
- Simple, understandable businesses
- Non-cyclical industries
- Seasoned owners who seek to retire but lack a fitting succession plan or exit strategy
Industries of Interest
Niche Manufacturing
Component Manufacturing
Financial Services
Specialty Retail
Consumer Products
Food & Beverage |
Business Services/Outsourcing
Skin Care, Beauty/OTC Healthcare Products
Specialty Healthcare Delivery
For Profit Education & Training
Direct Marketing
HR Outsourcing/Staffing |