Investment Criteria
Business size from $1M to $10M of EBITDA
Positive Operating Income (EBIT)
Located in the Continental United States or Canada
Acquisition of Controlling Interest
Opportunities for liquidity will be offered after three to five years
Transaction types include: Family succession planning, buyout of retiring shareholders, growth/acquisition capital, balance sheet repair, corporate carve outs and divestitures, management buyouts. Industry Characteristics:
Manufacturing, processing, industrial services and other similar segments. Fragmented industries with limited cyclicality, sticky customer bases and the ability to receive a value added premium for products are preferred.
Transaction types include: Family succession planning, buyout of retiring shareholders, growth/acquisition capital, balance sheet repair, corporate carve outs and divestitures, management buyouts. Industry Characteristics:
Manufacturing, processing, industrial services and other similar segments. Fragmented industries with limited cyclicality, sticky customer bases and the ability to receive a value added premium for products are preferred.
