INVESTMENT PROFILE
Targeted Transaction Value
Enterprise value up to $250 million
Targeted Equity Investment
Equity of up to $100 million
Transaction Types
Buyouts; recapitalizations; management buyouts; corporate carveouts and divestitures; add-on acquisitions; investments to facilitate transitions in founder owned businesses, the acquisition of a competitor or ancillary business, or geographic expansion
COMPANY PROFILE
Geography
North America
Targeted Company Size
Minimum EBITDA of $5 million for platform investments; no minimum for add-on investments
Key Characteristics
Strong management team seeking meaningful ownership, defensible barriers to entry, proven value proposition, identifiable growth opportunities or operational improvements, existing or path to sustainable competitive advantage
Targeted Hold Period
Flexible, typically 3-7 years
Representative Industries
Business Services, Niche Manufacturing, Consumer, Logistics and Transportation Services