Investment Criteria
We target private equity investments in businesses that have products or services that provide meaningful and sustainable value for their customers.
Size & Other Characteristics
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$10 - $250+ million of revenue
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$2 - $25+ million of EBITDA
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Prefer to work with existing owner/ entrepreneur/ management or have a long-term transition plan
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Prefer businesses with significant opportunities to increase scale/growth through organic and/or add-on acquisition initiatives
Transaction Structures
We pursue investments with transaction values ranging from $10 million to over $150 million across a wide range of transaction types. We understand that every situation is different and are comfortable working through creative solutions to customize our approach as appropriate for each situation
Common transaction structures include:
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Acquisitions
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Recapitalizations
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Management Buyouts
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Family/Owner Succession or Exit
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Corporate Divestitures
Investment Types
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Control equity investments where our ownership exceeds 50% (Primary Focus)
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Minority equity investments that are typically in the 20% - 49% range (Selectively)
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In some cases, we will provide debt as a way to begin a relationship or in conjunction with an equity transaction
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We are comfortable working through complex situations and tight timeframes when required
Geography
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Headquarters in U.S.
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Preference for the Southwest, Rocky Mountain, Midwest, Mid-Atlantic and Southeast regions
Sectors / Industries
We typically target investments in the following Sectors/Industries:
Consumer
Industrials/
Materials
Business Services
Cash Flow-Based Technology
Other
Including but not limited to:
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Automotive
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Consumer Products
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Consumer Services
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Ecommerce
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Food & Beverage
- Pet Poducts & Services
Including but not limited to:
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Aerospace & Defense
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Building Products
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Chemicals
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Containers & Packaging
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Electrical Equipment
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Machinery
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Non-Precious Metals Mining/ Aggregates
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Other Manufacturing
Including but not limited to:
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Distribution & Logistics
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Commercial Services & Supplies
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Facilities Management
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Professional Services & Consulting, Including Staffing and Outsourcing
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Waste Management
Including but not limited to:
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Electronic Equipment, Instruments & Components
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IT Services & Cloud Infrastructure
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IT-Enabled/ SaaS/ Subscription-Based Services
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Select Software & Hardware (Primarily Opportunities with Lower Development/ Investment Required)
Other areas of interest include:
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Health Care Services
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Infrastructure (Communications/ Midstream Oil & Gas)
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Investment Management
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Litigation Finance
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Specialty Finance