Investment Criteria

Business sectors

platform

  • Business Services
  • Niche Manufacturing
  • Consumer
  • TMT

bolt-on

  • Strategic fit with an existing portfolio company

Location

  • Worldwide, preferably North America
  • Worldwide

Transaction Size

  • $10 million to $100 million
  • $1 million and up

Target Revenue

  • $20 million and Up
  • $1 million and up

Target EBITDA

  • $2 million and Up
  • Not Essential

Type

  • Control Investments
  • Growth
  • Control Investments
  • Corporate
  • Corporate Divestitures
  • Divestitures

Qualitative Criteria

  • Strong management preferred
  • 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