Investment Criteria

Investment Criteria

  • Stable U.S. businesses with EBITDA of $5 – $12 million
  • Market size greater than $1 billion of annual sales
  • Operating in non-cyclical, fragmented industries
  • Modest capital expenditure and working capital requirements
  • Recurring revenue models
  • Gross Margins of 25% or greater
  • EBITDA Margins of 10% or greater
  • Opportunities for strategic and operational enhancement

Structure

  • Majority control
  • Transaction Size $30M – $100M
  • Corporate Carve-Out
  • Family / Entrepreneur-Owned Businesses

Essential Services

Healthcare Services

Manufacturing