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