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STRATEGY

Investment Criteria

We look to partner with CEOs and their management teams to accelerate growth and value creation.  While we recognize that each company and each situation is unique, we typically look to invest in companies that have the following characteristics:

 

Geography

Headquartered in the United States

Financial Profile

Revenue:  $10 million to $100 million

EBITDA:  $2 million to $10 million

Margins: 30%+ Gross Profit / 15%+ EBITDA

 

Growth Profile

Strong historical growth with actionable organic and/or add-on potential

Industry

Consumer, Industrial, Food & Beverage, Medical Products, Healthcare and Education

Management

Strong management team with a desire to stay with the business and maintain a meaningful ownership interest post-closing

Transaction Types

Majority and Minority Investments