Investment Criteria

We have extensive experience building companies through teamwork and hands-on leadership. We seek to partner with companies that are at an inflection point of their lifecycle and work with their management teams to develop and execute growth strategies.

Industry focus

  • Business process outsourcing
  • Building products and services
  • Healthcare services and outsourcing
  • Contract manufacturing
  • Professional and financial services
  • Agriculture
  • Franchising

Platform criteria

  • Up to $20M in revenue
  • $0.5 - $3M in EBITDA
  • Strong cash flow conversion

  • Entrepreneurial management team

  • Fragmented industry
  • Defensible industry niche
  • Sustainable growth prospects

Transaction Types

  • Management Buyouts
  • Buy-and-builds
  • Minority co-investment
  • Shareholder Liquidity Events
  • Growth Financings
  • Recapitalizations

Value creation approach

  • Leadership team development
  • Operational and back office scaling

  • Acquisition strategy development and execution

  • Geographic expansion

  • Modernize business practices and technology

  • Leverage executive network and business development capabilities

We consider a wide-range of transaction opportunities for either platform or add-on investments. While there is no formula for selecting investment candidates, the following characteristics are typical of opportunities that we find attractive.