Investment Criteria

Investment Structure

  • $1 – $10 million investments
  • Common equity, preferred equity, subordinated debt
  • Majority and minority positions

Transactions Types

  • Management buyouts
  • Recapitalizations
  • Growth equity

Target Companies

  • $10 – $75 million revenue
  • $1 million minimum EBITDA
  • Must have ability to grow profits with the existing pipeline of sales
  • Strong management teams with relevant experience and vested in company success
  • Identifiable competitive advantage in target markets

Target Industries

  • Manufacturing
  • Healthcare
  • Information Technology
  • Food & Beverage
  • Business Services