Our Investment Criteria

 

Platform

Add-On

Sectors
  • Niche Manufacturing
  • Value Added Distribution
  • Business Services
  • Consumer
  • Strategic fit with existing portfolio company
Location
  • United States & Canada
  • Worldwide
Transaction Size
  • $20MM to $250MM
  • $1MM and up
Target Revenue
  • $20MM and Up
  • $1MM and up
Target EBITDA
  • $4MM and Up
  • Not Required
Type
  • Control Investments
  • Control Investments
Qualitative Criteria
  • Strong management
  • Sustainable competitive advantage
  • Attractive cash flow characteristics
  • Leading market share
  • Strong financial performance
  • Diversified customer base
  • Reasonable growth prospects
  • Expand product lines
  • Diversify/augment customer base
  • Broaden geographic footprint
  • Realize cost savings