Having Created Over $4 Billion in Equity Value Over Three Decades Means We Have a Proven Value Creation Strategy That Works.
Depending on your unique needs and the specifics of your business, adding value can mean different things. Building great businesses always has challenges and we are here to support that evolution; bringing complementary skills to your growth story.
The Type of Company We Seek
While we invest across a wide variety of industries, geographies, and company sizes, one criteria remains the same: we look for experienced managers with a proven track record of success who have their personal capital invested in the company. We partner when we determine that we share core values and have a common vision for growth.
Ownership
We do not require majority ownership and seek situations where we can be a minority investor.
Target Size of Company
EBITDA between $10 million and $50 million.
Size of Investment
$25 million to $100 million in equity capital in each portfolio company.
Experienced and Invested Management
With a track record of success who have invested their personal capital.
Industry
Growing industries with recurring revenue, fragmented competitor set, economies of scale, and attractive margins.
- Aerospace & Defense
- Agriculture
- Dental
- Engineering & Consulting
- Environmental Services
- Facility Services
- Food, Beverage & Co-Packing
- Gaming
- Healthcare
- Industrial Services
- Insurance
- Life Science Services
- Media & Marketing Services
- Rental Services
- Renewable Energy
- Technology Services
We Typically Meet Our Partners in the Following Situations
Seeking Growth Capital
Your business is at an inflection point with acquisition potential and you’re looking for a strategic financing partner to invest cash now.
Simplifying Shareholder Base
You have early employees, friends & family, investors, or business partners who want to exit or divest ownership.
Personal De-risking
You are ready to realize some value from the business you worked to build and to continue to grow the enterprise at a lower ownership level.
De-leveraging Balance Sheet
You would like to realign your balance sheet to bring on an active equity partner and rely less on debt.
Owner Transition
You are ready to fully realize the value of your business and transition ownership immediately or over time to an existing management team that will continue to be owners of the business.