Investing in middle market companies
in partnership with management

Company Size
$3-15 million EBITDA (Smaller for Add-ons)
Company Characteristics
History of profitable growth
Strong, sustainable competitive position
Management wishes to remain with the acquired business
Favorable growth prospects
Investment Structure
Majority ownership
Common Stock, pari passu with Management
Geographic Focus
USA and Canada
Use of Capital
Ownership transition for closely-held or family-owned companies
Recapitalizations and leveraged build-ups
Management buyouts
Corporate divestitures
Investment Size
$8-50 million of equity
Sectors of Interest
Business Services
Healthcare Services
Manufacturing
Specialized Distribution

Transaction Experience

  • Adult day care
  • Agriculture distribution and manufacturing
  • Automotive aftermarket distribution
  • Awards and recognition
  • Behavioral health
  • Beverages
  • Building products
  • Business process outsourcing
  • Call centers
  • Child care
  • Contract furniture
  • Cosmetics
  • Design and importing
  • Education
  • Electronics repair
  • Engineering services
  • Fabricated products
  • Franchising
  • Heat exchanger manufacturing
  • Home health and hospice
  • Hunting and shooting products
  • Industrial machinery & services
  • Information technology
  • Inspection and non-destructive testing
  • Litigation support
  • Logistics
  • Optical products
  • Packaging
  • Personnel services
  • Pipeline construction
  • Plastics manufacturing
  • Processed foods
  • Residential furniture
  • Skilled nursing
  • Snack nuts

     

PORTFOLIO 

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