Private Equity

Private Equity

We are dedicated to investing in businesses with solid fundamentals and exceptional management teams that have a vision for growth and value creation. We focus on industries that provide opportunities for above average growth both organically and through strategic acquisitions. 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, growth and recapitalization transactions as a control investor on a standalone basis or as a co-investor with other financial sponsors. We target cash-flow oriented businesses with a well-established market position and opportunities for growth. We primarily target companies in the following sectors based on our knowledge and experience: Business/Commercial Services, Healthcare Services, Industrial Services, Value-added Distribution, Niche Manufacturing. We do not invest in startup businesses or make direct investments in real estate or finance companies.

Investment Criteria

Types of Transactions

  • Owner-driven recapitalizations
  • Management buyouts
  • Acquisitions by new executive teams to acquire/manage a company
  • Corporate carve-outs
  • Co-invest with PE and independent sponsors

Transaction Criteria

  • Minimum EBITDA of $3 million
  • $5-25 million investments

Investment Characteristics

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

Geography

  • United States

Industry Focus

  • Business/Commercial Services
  • Healthcare Services
  • Industrial Services
  • Value-Added Distribution
  • Niche Manufacturing

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