Investment Criteria and Transaction Parameters
Industries We Seek
Outsourced Business Services
Commercial Services
Industrial Services
Professional Services
Healthcare Services
Value-added Manufacturing
Industries We Avoid
We do not invest in restaurants, retailers, real estate, reimbursables and natural resources.
We generally avoid high-technology and biotechnology.
Transaction Types
Control Acquisitions & Recapitalizations
Expansion Financings
Industry Consolidations
Corporate Divestitures
Investment Range *
$10 - $30 million per transaction
Platform Company Size *
Revenue over $10 million for platforms
EBITDA over $2 million for platforms
Transaction Size *
Enterprise value between $10 - $100 million
Additional Criteria
Control positions of 50% - 100%
Headquartered in the USA or Canada
* No minimum size requirements for add-ons