Our focus is to back existing entrepreneurs and management teams in every transaction. We are focused on lower middle market companies in change of control transactions, but will also partner with industry leading executives who have identified opportunities in specific sectors.
Leveraged buyouts, management buyouts, recapitalizations, corporate carve-outs, family or founder liquidity, and industry consolidations.
Enterprise values up to $50 million (potentially more with co-investment partners)
Energy, Infrastructure, Transportation, Logistics, Manufacturing, and Business Services
Superior management teams or entrepreneurs
EBITDA in excess of $2 million for new platform companies
Niche manufacturing, value-added distributors, and service providers
Defensible market, customer, or product positions
Identifiable growth and margin improvement opportunities
Strong long-term industry characteristics
History of profitability
Head Quartered in North America