Private Equity

Private Equity

We are a partner-oriented private equity investor dedicated to bringing patient capital to meet the unique needs of business owners in the U.S. lower-middle market and to help them continue to grow and realize on the vision they have set out to achieve. Most importantly, we invest in people who are aligned with our core values of commitment, integrity, partnership, respect, and alignment of interests. We believe that by partnering with strong management teams who have a demonstrated track record of success and that share our values, we will achieve superior returns for all constituents.

Investment Criteria

We invest equity in buyout, acquisition and recapitalization transactions as a control investor on a standalone basis or as a co-investor with other financial sponsors. We target U.S. companies in the following sectors based on our knowledge and experience:

Investment Criteria

Types of Transactions

  • Owner-driven recapitalizations
  • Management buyouts
  • Acquisitions by new executive teams
  • Corporate carve-outs
  • Co-invest with PE and independent sponsors

Transaction Criteria

  • EBITDA of $3 million or greater
  • $5-25 million investments

Investment Characteristics

  • Experienced, proven management teams
  • Defensible competitive advantages
  • Identified growth avenues
  • High return on net assets and free cash flow conversion

Will Not Invest In

  • Startups
  • Distressed Businesses
  • Staffing, Real Estate or Finance Companies