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 $3.5 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
Target Sectors:
| Services |
| Business |
| Consumer |
| Environmental |
| Industrial |
| Energy |