Size, Structure, Sector, etc.:
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

Home Services

HVAC • Pest • Property Management • Electric • Fire • Elevator • Energy • Pool Service • Garage Door

Business Services

Fire Protection • Aerospace Engineering • Environmental • Test and Measurement • Elevator • Energy • Locksmith • Water •  Insurance Services

Healthcare Services

Home Health • Personal Care • Hospice • Therapy • Infusion • IDD • Concierge Medicine • Behavioral • Autism • Revenue Cycle Management • Oral Surgery • Speech/Occupational Therapy • Lab