We focus on making control investments in privately-held businesses in a variety of industries such as consumer products, media, aerospace & defense and specialty manufacturing. We look for businesses with strong management, unique product offerings and top brand positions that we can help grow by capitalizing on our experience and strategic insights.
We have the flexibility to structure transactions to meet the personal goals for selling shareholders and business goals of continuing management
We focus on identifying investment opportunities with unique market and company characteristics
We concentrate on company fundamentals engaging a deep-dive and macro approach to assessing investment opportunities
We have the experience to recognize the intrinsic value in a business opportunity and position the business in the best manner for growth
Investment Criteria and Structure
We review investment opportunities in companies generating cash flow in the range of $2 million to $10 million.
We look to deploy capital in a variety of situations including: leveraged buyouts, recapitalizations, add-on acquisitions, growth capital investments, corporate divestitures, and public to private transactions.
Our initial equity investment size is $5 million to $15 million per transaction, however, we have made targeted equity investments below $5 million
We focus on causing as little disruption in the target company as possible during transaction execution and are committed to completing transactions on a timely basis.
We often encourage the sellers to hold key positions or meaningful equity stakes post-transaction.