Criteria

 

Our Investment Criteria

Enterprise Value: $25 million to $150 million
Profitability: EBITDA in excess of $5 million
Geography: North America for platform companies and globally for add-on acquisitions
Sectors: High-value manufacturing and industrial services
We invest in lower middle market leveraged buyouts, recapitalizations, and build-ups in two sectors: high-value manufacturing and industrial services. We focus on working with entrepreneur- and family-owned businesses and corporate divestitures. We target companies where a sustainable competitive advantage, combined with strong management, will enable the company to achieve substantial and sustainable improvements in growth rates, profitability, and ultimately shareholder value.

As an active, value-added investor, we target companies with transaction values of $25 million to $150 million for a platform investment. Once we make an initial investment, we actively seek add-on acquisitions that fit strategically.

Investment opportunities often result from one of these situations:

  • An owner of a privately-held business seeking liquidity for estate planning and/or help with succession planning
  • An entrepreneur seeking a partner to help grow the business
  • A larger public or private company wanting to divest a non-core division or subsidiary

We typically seek to realize a gain on our investments in a five-to-seven year timeframe.

For Intermediaries:
Please submit memorandums to: Barb Neifach, Director of Operations, bneifach@mpepartners.com