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: Distribution/Logistics, Healthcare, Industrial/Commercial Services, Marketing Services, Niche Manufacturing, Training/Education, Tech-enabled Services. We do not invest in startup businesses or make direct investments in real estate or finance companies.

Investment Criteria

Types of Transactions

  • Management buyouts
  • Owner-driven recapitalizations
  • New executive teams acquiring businesses to manage
  • Corporate carve-outs
  • Co-invest with other PE sponsors

Transaction Criteria

  • Minimum EBITDA of $3 million
  • $5-35 million investments

Investment Characteristics

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

Geography

  • United States

Industry Focus

  • Distribution/Logistics
  • Healthcare
  • Industrial/Commercial Services
  • Marketing Services
  • Niche Manufacturing
  • Training/Education
  • Tech-enabled Services

MENU