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Profile
- Control transactions only, at least 51% ownership
- Located in the United States or Canada
- Market leadership position or potential to attain it with further strategic assistance.
- Manufacturers of highly engineered products or providers of value-added services.
- EBITDA between $3 million and $10 million, representing no less than 10 percent of sales.
End Markets
- Niche markets in general industry, aerospace, energy, medical devices, instrumentation and consumer goods.
- We will NOT invest in real estate, restaurants, retail, telecommunications, or financial services.
Management
- · The management teams in our companies are a major participant in all of our investments through roll-over equity, stock grants, or a combination of both.
- We invest in management teams that seek partial liquidity but want to remain with the business in their existing capacity.
- We invest in management teams that are purchasing businesses from 3rd parties.
- We invest in situations where the management team has been identified but not yet in place.
Transaction Type
- Recapitalizations, 100% Purchase, Growth Capital
Strategic Purchases/Add-Ons
Profile
- Preferably located in the United States or Canada.
- Strategic benefit to an existing portfolio company.
- A minimum EBITDA of $1 million representing no less than 10 percent of sales.
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