Criteria guided by a sector-specific focus and a forward-thinking vision.

Our Investment Criteria

BUSINESS ATTRIBUTES

  • Potential to achieve significant annual earnings growth through a combination of revenue growth and operational improvements

  • North American Headquarters

  • Current owners seeking to reinvest a portion of the proceeds in the new company

OWNER SITUATION

  • Owner seeking liquidity and/or retirement

  • Operator desiring to step back from day-to-day management and transition to committed partner

  • Supported by team of experienced and dedicated middle management

    FINANCIAL PARAMETERS

    • Revenues up to $400 million

    • A minimum EBITDA of $5 million

    • No minimum for Add on or Bolt on

    • Typically privately-owned, especially family-owned or multi-generational businesses

    • Businesses experiencing growth-related constraints that cannot be met with existing financial and managerial resources