Investment Criteria
Purpose.
Insight.
Our days are awash in numbers, formulas and pro-formas. Deciphering them is critical to making smart investments. But wise investment requires insight earned by navigating three decades of economic ups and downs, with the lessons and celebrations that occur along the way.
Our investment philosophy and culture are rooted in the conviction that good business is about relationships, not just profit.
Company Profile
Established & Profitable
Revenue
$
0
M
EBITDA
$
0
M
Investment Size
$
0
M to$
0
M
Larger with LP Co-Investment
Geography
Throughout the United States
Ownership
Private
Family Owned
Private Equity Backed
Family Owned
Private Equity Backed
Investment Purpose
Acquisitions
Growth Capital
Leveraged Buyout
Management Buyout
Recapitalization
Refinancing
Growth Capital
Leveraged Buyout
Management Buyout
Recapitalization
Refinancing
Governance
Seek to be Value Added Partner
Board Observation Rights
Board Seats Where Beneficial
Board Observation Rights
Board Seats Where Beneficial
Industries
Broad industry focus with expertise in:
Business Services
Consumer and Food
Healthcare
Niche Manufacturing
Transportation Logistics
Business Services
Consumer and Food
Healthcare
Niche Manufacturing
Transportation Logistics
Structure
Deal Specific
Flexible Approach
Speed
Certainty of Execution
Debt & Equity
Flexible Approach
Speed
Certainty of Execution
Debt & Equity
No Collateral or Personal Guarantees Required