Our Firm
Investment Parameters
Existing Ownership
  • Usually family, entrepreneur, or operator owned
  • Strong preference to be first institutional investor
Investment Size
  • Invest between $10 to $20 million of equity capital for initial platform investments
  • Invest up to $40 million per strategy inclusive of add-on acquisitions
Target Company Size
  • $5 to $15 million of EBITDA
  • No minimum or maximum for add-on acquisitions
Industry Focus
  • Industrial Services
  • Business Services
  • Healthcare Information Technology
  • Specialty Manufacturing
Geographical Focus
  • North America
Capital Structure
  • Control ownership positions
  • Opportunity for sellers to maintain significant ownership interest
Business Characteristics
  • Scalable business model
  • Differentiated products or services
  • Defensible market position
  • Predictable and recurring demand
  • Strong cash flow generation