Investment Criteria

Business Characteristics

  • Market niche leaders
  • Identifiable defensible market position
  • Potential to grow through internal business expansion
  • Growth through acquisition

Industries of Interest:

  • Manufacturers of industrial and consumer products
  • Service companies with unique offerings
  • Distribution companies with value-added positions


Management continuity is preferred, but not required with appropriate transition timing 

Key Criteria

Revenue:  >$10 million

EBITDA: >$1 million

Transaction Size: >$5 million

Add-on Investments: Any size

Control Investments

Business Situations:

  • Shareholder recapitalization
  • Family succession transaction
  • Management led buy-out
  • Owner retirement/liquidity
  • Corporate Carve-out