- Company Size
- $4 - $20 million EBITDA (Smaller for Add-ons)
- Company Characteristics
- History of profitable growth
Strong, sustainable competitive position
Management wishes to remain with the acquired business
Favorable growth prospects - Investment Structure
- Control and non-control ownership
- Common securities, pari passu with Management for control investments
- Preferred securities for non-control investments
- Geographic Focus
- USA and Canada
- Use of Capital
-
Control investments
Ownership transition for closely-held or family-owned companies
Recapitalizations
Buy and build strategies
Management buyouts
Corporate divestitures
Non-control investments
Growth capital
Acquisition capital
Deleverage balance sheet - Investment Size
- $15 - $100 million of equity
- Sectors of Interest
- Business Services
Consumer
Healthcare Services
Manufacturing
Specialized Distribution
Transaction Experience
- Adult day care
- Agriculture distribution and manufacturing
- Automotive aftermarket distribution
- Awards and recognition
- Behavioral health
- Beverages
- Building products
- Business process outsourcing
- Call centers
- Child care
- Contract furniture
- Cosmetics
- Design and importing
- Education
- Electronics repair
- Engineering services
- Fabricated products
- Franchising
- Heat exchanger manufacturing
- Home health and hospice
- Hunting and shooting products
- Industrial machinery and services
- Information technology
- Inspection and non-destructive testing
- Litigation support
- Logistics
- Optical products
- Packaging
- Personnel services
- Pipeline construction
- Plastics manufacturing
- Processed foods
- Residential furniture
- Skilled nursing
- Snack nuts
