Investment Criteria

We invest in middle-market companies that are undergoing change or are at inflection points where there are identifiable strategic or operational opportunities to create value. We utilize experienced operators to help us expedite our due diligence and identify ways to unlock value.
Target Size:<$35M of EBITDA
Investment Size:Up to $100M of equity per transaction
Industries:
 
  • Manufacturing 
  • Enthusiast / Niche Branded Products
  • Supply Chain Services
Transaction Types:
  • Family / Entrepreneur Owned / Controlled
  • Corporate Carve-Outs / Divestitures
Transaction Situations:
  • Identifiable Strategic and Operational Improvement Opportunities
  • Executing Add-On Acquisitions / Industry Consolidation
  • Transitioning or Incomplete Senior Leadership / Management
  • Special Situations (underperforming and/or liquidity challenged)
Ownership:
  • Typically control equity investments where we can actively partner with management to maximize returns

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