We look to be the initial institutional investors in established lower middle-market businesses, where the current owners are looking for a solution, such as liquidity or capital for growth.
Company Size: Minimum of $2 million of EBITDA (smaller for add-ons)
Transaction Types:
- Recapitalizations
- Ownership transition, where succession is desired for family or closely held businesses
- Management & Leverage Buyouts
- Growth Equity Investments
- Corporate Carve-outs/Divestments
Target Sectors:
| Manufacturing |
| Equipment |
| Specialty |
| Services |
| Business |
| Consumer |
| Environmental |
| Industrial |
| Healthcare |
| Government |
| Energy |
| Consumer |
| Products |
| Food & Beverage |