Criteria

Investment Criteria

Geographic
Focus

Investment
Size

  • Revenue: $10.0+ million
  • EBITDA: $2.0+ million
  • Enterprise Value: Less than $100.0 million

Investment
Attributes

  • Family / founder owned
  • Differentiated product or service
  • Profitable / strong cash flows
  • Experienced management teams

Investment
Types

  • Family succession / retiring founder
  • Control equity investments
  • Buyout – Family / founder owned
  • Corporate divestiture

Sector Focus

Specialized
Industrials
Engineered
Consumer
Products
Value-Added
Services
  • Building Products
  • Materials
  • Direct-to-Consumer
  • Components
  • Packaging & Filling
  • Machinery & Equipment
  • Precision Manufacturing
  • Specialty Distribution
  • Service, Repair & Install
  • Capital & Consumer Goods
  • Value-added assembly
  • Flow and Filtration (water and air)
  • Health and medical products
  • Wood and forest products
  • Infrastructure products and services
  • Safety & Security