Overview

Our mission is to generate leading low risk investment returns through a consistent and disciplined investment approach

Investment Strategy

We employ a disciplined and proven investment strategy in buying and building high quality companies

Lower Middle Market Buy & Build

Proactive investment thesis and Value Creation Plan development

Partnering with a significant number of Lower Middle Market companies in fragmented markets

Attractive industry and business model fundamentals

Focused on building infrastructure and teams of Lower Middle Market companies

Investment Criteria

Company Financials

  • < $50 million of annual revenue
  • $1 – $5 million of annual EBITDA (cash flow positive)
  • No minimum financial requirement for add-on acquisitions

Business and Industry Fundamentals

  • Differentiated companies with a sustainable value proposition and attractive business model
  • Strong management teams interested in a true partnership
  • Ability to add significant value
  • Stable to positive underlying demand trends
  • Fragmented sectors with large number of add-on acquisition opportunities

Transaction Structure

  • Control ownership investment
  • Co-investment from management and business owners
  • Aligned transaction structures and conservative financing

Industry and Geography

  • Bias for healthcare, consumer, and business services sectors
  • Stable or growing industries in the U.S. and Canada