INVESTMENT CRITERIA

  • Our investment strategy is based upon partnering with leading management teams to drive value creation through materially improving operations and supporting organic and strategic growth initiatives
  • We invest in fundamentally good businesses facing strategic, operational or financial challenges
  • We focus on opportunities that fit the following characteristics:

Company Size

Revenues of $15M to $100M
No minimum EBITDA requirements

Industries

We invest across a wide range of industry sectors with experience in manufacturing, industrial, business-to-business services, retail, transportation, distribution, and consumer products

Geography

North American headquartered businesses

Transaction Type

Underperforming and operationally challenged business
Corporate carve-outs
Distressed / restructuring (in court and out-of-court)
Special situations including complex, multi-constituent transactions
Family / estate owned
We seek opportunities with a clear path to control

Investment Size (Per Transaction)

$2M – $15M (with additional capital available to support larger transactions)