|
Equity Partners
|
Mezzanine Partners
|
| Structure |
- Preferred or common equity
|
- Senior or subordinated debt
|
| Investment Type |
- Management-backed recapitalizations, corporate divestitures, growth financings
|
- Growth capital, working capital expansion, refinancings& recapitalizations, management buyouts, fundless sponsor transactions
|
| Size |
- Companies with EBITDA greater than $1.5 million
|
- Investment sizes from $2 – 10 million
|
| Industry |
- Generalist approach across a broad range of industries
- Past investments include: business services, manufacturing, healthcare, consumer products & services, value-added distribution
- Do not invest in venture, high technology or real estate
|
| Target Profile |
- Niche businesses with strong competitive positions in small and/or fragmented industries
- Strong regional businesses where physical location and relationships are important
- Companies with recurring revenues, attractive cash flow characteristics and meaningful growth opportunities
- Either profitable companies in need of a growth capital partner or underperformers, turnarounds, and special situations experiencing operational difficulties or navigating a complex sale process
|
| Geography |
- Entire United States and selectively in Canada
|
| Management |
- Exceptional management teams with a proven track record seeking a growth-oriented capital partner
|
