Investment Criteria

Size of Company

Operating Cash Flow (EBITDA) of $2-$10 million (sole investor) and $10-$30+ million (with established co-investors).

Company Characteristics

Should possess the following:

  • Solid management team
  • Healthy, sustainable margins
  • Modest capital expenditure requirements
  • Low customer concentration

Sectors of Focus

Healthcare Services, Financial Services, Business Services, Software, Restaurants, Light Manufacturing, Consumer Goods.

Geographic Focus

US domiciled.

Use of Capital

Recapitalization, Management Buyout, Growth Equity, or Corporate Divestiture.

Investment Size

Initial investment of $5-$15 million.

Investment Structure

Common or Preferred Equity. Majority or minority ownership.