Our Investment Criteria
Profitability: EBITDA in excess of $5 million
Geography: North America for platform companies and globally for add-on acquisitions
Sectors: High-value manufacturing and commercial & industrial services
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.
Please submit memorandums to: Barb Neifach, Director of Operations, firstname.lastname@example.org