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