PRIVATE EQUITY

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Private Equity:
The Partner for Management

We are a partnership-oriented private equity investor dedicated to providing patient capital to support and supplement the vision of the owners and management teams of strong performing businesses. Our overarching objective is to help our portfolio companies successfully navigate the road ahead with strategic, operational and financial guidance that will accelerate growth.


Investment Characteristics

  • Proven, experienced leadership

  • History of profitable growth and identified future opportunities

  • Sticky, repeat customer relationships

  • Recurring revenue and sustainable cash flow

  • Potential for accretive add-on

Types of Transactions

  • Owner-driven recapitalizations

  • Management buyouts

  • Add-on acquisitions

  • Corporate carve-outs

Investment Criteria

Transaction Criteria

  • EBITDA of $2 – 8 million

  • Enterprise values of $20 – 100 million

  • Minimum gross / EBITDA margin targets  of ~30% / ~15%

  • First institutional capital

  • Meaningful owner/management rollover

B2B Industry Focus

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:

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Healthcare

Revenue Cycle Management | Pharma Services | Provider Solutions | Facility & Equipment Services | Cost Containment | Benefits Management | Medical & Dental Products

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Commercial & Industrial Solutions

Inspection, Maintenance & Repair | Certification | Testing & Measurement | HVAC/Refrigeration | Food Safety | Specialty Distribution | Infrastructure | Niche Manufacturing

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Business Services

Revenue Cycle Management | Pharma Services | Provider Solutions | Facility & Equipment Services | Cost Containment | Benefits Management | Medical & Dental Products