
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